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 | $38,958 | $109,881-64.5% | $150,045-74.0% | $84,808-54.1% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 24.31% | 28.25%-3.9pp | 62.55%-38.2pp | 40.90%-16.6pp |
| Employer contribution / active EE | $2,758 | $3,561-22.6% | $4,693-41.2% | $2,631+4.8% |
| Participant deferral / active EE | $5,641 | $6,636-15.0% | $7,997-29.5% | $4,212+33.9% |
| Admin fee / account holder | $49 | $8,568-99.4% | $13,435-99.6% | $7,344-99.3% |