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 | $47,667 | $99,079-51.9% | $77,999-38.9% | $273,961-82.6% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.5%+6.3pp | 83.0%-1.2pp |
| Annual return | 7.27% | 217.93%-210.7pp | 425.96%-418.7pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,527 | $3,308-23.6% | $2,470+2.3% | $4,869-48.1% |
| Participant deferral / active EE | $5,438 | $4,306+26.3% | $3,497+55.5% | $5,287+2.8% |
| Admin fee / account holder | $16 | $8,954-99.8% | $5,480-99.7% | $10,132-99.8% |