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 | $47,544 | $127,777-62.8% | $106,548-55.4% | $167,490-71.6% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 15.67% | 33.87%-18.2pp | 26.80%-11.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,904 | $3,427-44.4% | $2,819-32.4% | $4,837-60.6% |
| Participant deferral / active EE | $14,107 | $5,087+177.3% | $4,398+220.7% | $6,341+122.5% |
| Admin fee / account holder | $165 | $11,228-98.5% | $7,407-97.8% | $12,309-98.7% |