See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,536 | $78,672-39.6% | $109,143-56.4% | $85,850-44.6% |
| Participation rate | 85.4% | 68.3%+17.1pp | 75.9%+9.5pp | 69.3%+16.1pp |
| Annual return | 19.17% | 25.09%-5.9pp | 25.75%-6.6pp | 318.53%-299.4pp |
| Employer contribution / active EE | $3,384 | $2,735+23.8% | $3,722-9.1% | $2,565+31.9% |
| Participant deferral / active EE | $4,118 | $3,467+18.8% | $4,653-11.5% | $3,952+4.2% |
| Admin fee / account holder | $48 | $5,469-99.1% | $6,752-99.3% | $6,260-99.2% |