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 | $57,048 | $135,952-58.0% | $123,892-54.0% | $273,961-79.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.73% | 56.63%-48.9pp | 47.52%-39.8pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,864 | $5,170-25.3% | $4,617-16.3% | $4,869-20.6% |
| Participant deferral / active EE | $3,557 | $6,343-43.9% | $5,984-40.6% | $5,287-32.7% |
| Admin fee / account holder | $187 | $9,817-98.1% | $8,357-97.8% | $10,132-98.2% |