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 9-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 | $50,463 | $153,772-67.2% | $133,980-62.3% | $273,961-81.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.32% | 36.51%-28.2pp | 29.30%-21.0pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,969 | $6,029-67.3% | $5,211-62.2% | $4,869-59.6% |
| Participant deferral / active EE | $3,114 | $6,958-55.3% | $6,282-50.4% | $5,287-41.1% |
| Admin fee / account holder | $21 | $11,765-99.8% | $9,324-99.8% | $10,132-99.8% |