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 | $50,765 | $91,037-44.2% | $71,671-29.2% | $147,584-65.6% |
| Participation rate | 83.3% | 76.1%+7.2pp | 68.7%+14.6pp | 82.8%+0.5pp |
| Annual return | 23.27% | 20.48%+2.8pp | 20.65%+2.6pp | 578.55%-555.3pp |
| Employer contribution / active EE | $2,441 | $3,327-26.6% | $2,460-0.8% | $4,876-49.9% |
| Participant deferral / active EE | $5,637 | $4,498+25.3% | $3,438+64.0% | $5,439+3.7% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |