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 | $50,712 | $85,766-40.9% | $136,294-62.8% | $70,131-27.7% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 18.99% | 31.45%-12.5pp | 5155.94%-5136.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $2,385 | $2,966-19.6% | $4,695-49.2% | $2,342+1.8% |
| Participant deferral / active EE | $4,136 | $5,051-18.1% | $6,247-33.8% | $3,332+24.1% |
| Admin fee / account holder | $4 | $5,420-99.9% | $9,243-100.0% | $4,645-99.9% |