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 | $47,291 | $98,750-52.1% | $149,696-68.4% | $79,858-40.8% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.5%+0.3pp | 69.6%+13.1pp |
| Annual return | 19.52% | 27.43%-7.9pp | 276.60%-257.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $5,864 | $3,216+82.3% | $4,644+26.3% | $2,471+137.3% |
| Participant deferral / active EE | $3,338 | $5,680-41.2% | $6,842-51.2% | $3,740-10.7% |
| Admin fee / account holder | $18 | $6,053-99.7% | $9,309-99.8% | $5,306-99.7% |