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 | $51,819 | $53,777-3.6% | $134,143-61.4% | $79,858-35.1% |
| Participation rate | 91.8% | 58.8%+33.1pp | 72.2%+19.7pp | 69.6%+22.2pp |
| Annual return | 17.52% | 19.01%-1.5pp | 36.33%-18.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,989 | $1,321+50.5% | $3,704-46.3% | $2,471-19.5% |
| Participant deferral / active EE | $3,697 | $2,420+52.8% | $3,499+5.7% | $3,740-1.1% |
| Admin fee / account holder | $45 | $3,984-98.9% | $6,684-99.3% | $5,306-99.2% |