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 | $51,014 | $140,578-63.7% | $100,671-49.3% | $125,391-59.3% |
| Participation rate | 91.7% | 80.4%+11.3pp | 70.7%+21.0pp | 83.2%+8.5pp |
| Annual return | 5.97% | 24.67%-18.7pp | 20.43%-14.5pp | 282.22%-276.2pp |
| Employer contribution / active EE | $2,672 | $5,965-55.2% | $4,012-33.4% | $4,866-45.1% |
| Participant deferral / active EE | $3,944 | $3,981-0.9% | $3,144+25.5% | $5,352-26.3% |
| Admin fee / account holder | $11 | $6,716-99.8% | $4,850-99.8% | $9,540-99.9% |