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 | $52,565 | $101,724-48.3% | $164,813-68.1% | $80,856-35.0% |
| Participation rate | 90.2% | 71.8%+18.4pp | 78.6%+11.6pp | 67.6%+22.6pp |
| Annual return | 15.43% | 16.72%-1.3pp | 69.93%-54.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,293 | $2,953+11.5% | $4,341-24.1% | $2,755+19.5% |
| Participant deferral / active EE | $6,769 | $4,477+51.2% | $6,031+12.2% | $4,296+57.6% |
| Admin fee / account holder | $265 | $8,227-96.8% | $12,690-97.9% | $6,918-96.2% |