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 | $48,185 | $99,985-51.8% | $146,665-67.1% | $85,850-43.9% |
| Participation rate | 96.4% | 73.1%+23.4pp | 80.1%+16.4pp | 69.3%+27.1pp |
| Annual return | 18.13% | 18.93%-0.8pp | 22.74%-4.6pp | 318.53%-300.4pp |
| Employer contribution / active EE | $2,733 | $2,559+6.8% | $4,136-33.9% | $2,565+6.5% |
| Participant deferral / active EE | $7,857 | $4,006+96.1% | $5,506+42.7% | $3,952+98.8% |
| Admin fee / account holder | $0 | $7,702-100.0% | $10,280-100.0% | $6,260-100.0% |