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 | $55,904 | $98,750-43.4% | $149,696-62.7% | $79,858-30.0% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.5%+0.3pp | 69.6%+13.1pp |
| Annual return | 23.86% | 27.43%-3.6pp | 276.60%-252.7pp | 31.71%-7.9pp |
| Employer contribution / active EE | $4,934 | $3,216+53.4% | $4,644+6.2% | $2,471+99.7% |
| Participant deferral / active EE | $12,331 | $5,680+117.1% | $6,842+80.2% | $3,740+229.7% |
| Admin fee / account holder | $172 | $6,053-97.2% | $9,309-98.2% | $5,306-96.8% |