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 | $53,519 | $176,812-69.7% | $146,665-63.5% | $167,490-68.0% |
| Participation rate | 89.5% | 83.6%+5.9pp | 80.1%+9.4pp | 82.1%+7.4pp |
| Annual return | 13.00% | 24.03%-11.0pp | 22.74%-9.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,158 | $5,160-77.6% | $4,136-72.0% | $4,837-76.1% |
| Participant deferral / active EE | $4,609 | $6,440-28.4% | $5,506-16.3% | $6,341-27.3% |
| Admin fee / account holder | $34 | $13,259-99.7% | $10,280-99.7% | $12,309-99.7% |