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 | $46,901 | $51,576-9.1% | $129,207-63.7% | $80,856-42.0% |
| Participation rate | 97.3% | 57.0%+40.3pp | 69.6%+27.7pp | 67.6%+29.7pp |
| Annual return | 19.22% | 20.81%-1.6pp | 9417.33%-9398.1pp | 35.59%-16.4pp |
| Employer contribution / active EE | $4,167 | $1,584+163.1% | $4,153+0.3% | $2,755+51.3% |
| Participant deferral / active EE | $5,414 | $2,669+102.9% | $4,168+29.9% | $4,296+26.0% |
| Admin fee / account holder | $179 | $4,305-95.8% | $7,715-97.7% | $6,918-97.4% |