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 | $46,424 | $85,766-45.9% | $136,294-65.9% | $70,131-33.8% |
| Participation rate | 79.2% | 74.2%+5.1pp | 81.9%-2.7pp | 69.5%+9.7pp |
| Annual return | 23.99% | 31.45%-7.5pp | 5155.94%-5131.9pp | 73.14%-49.1pp |
| Employer contribution / active EE | $3,420 | $2,966+15.3% | $4,695-27.2% | $2,342+46.0% |
| Participant deferral / active EE | $9,484 | $5,051+87.7% | $6,247+51.8% | $3,332+184.6% |
| Admin fee / account holder | $59 | $5,420-98.9% | $9,243-99.4% | $4,645-98.7% |