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 | $52,349 | $115,770-54.8% | $101,248-48.3% | $158,922-67.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 28.13% | 56.14%-28.0pp | 46.47%-18.3pp | 302.83%-274.7pp |
| Employer contribution / active EE | $3,179 | $4,175-23.8% | $3,660-13.1% | $4,761-33.2% |
| Participant deferral / active EE | $7,938 | $4,957+60.1% | $4,370+81.6% | $5,982+32.7% |
| Admin fee / account holder | $18 | $7,245-99.8% | $5,945-99.7% | $11,246-99.8% |