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 9-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 | $46,024 | $118,450-61.1% | $98,439-53.2% | $139,434-67.0% |
| Participation rate | 90.0% | 77.4%+12.6pp | 75.2%+14.8pp | 80.3%+9.7pp |
| Annual return | 15.28% | 18.94%-3.7pp | 21.16%-5.9pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,259 | $3,609-65.1% | $3,048-58.7% | $4,751-73.5% |
| Participant deferral / active EE | $7,367 | $5,392+36.6% | $4,738+55.5% | $6,710+9.8% |
| Admin fee / account holder | $191 | $14,026-98.6% | $8,948-97.9% | $11,403-98.3% |