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 | $47,466 | $181,894-73.9% | $156,549-69.7% | $273,961-82.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.21% | 30.74%-26.5pp | 32.23%-28.0pp | 41.45%-37.2pp |
| Employer contribution / active EE | $5,424 | $6,248-13.2% | $5,501-1.4% | $4,869+11.4% |
| Participant deferral / active EE | $5,752 | $5,550+3.6% | $4,871+18.1% | $5,287+8.8% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |