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 | $45,098 | $165,335-72.7% | $149,696-69.9% | $158,922-71.6% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 21.17% | 348.15%-327.0pp | 276.60%-255.4pp | 302.83%-281.7pp |
| Employer contribution / active EE | $2,346 | $5,103-54.0% | $4,644-49.5% | $4,761-50.7% |
| Participant deferral / active EE | $7,243 | $7,181+0.9% | $6,842+5.9% | $5,982+21.1% |
| Admin fee / account holder | $10 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |