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 | $48,825 | $105,181-53.6% | $159,436-69.4% | $85,850-43.1% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.8%-5.0pp | 69.3%+8.5pp |
| Annual return | 16.06% | 45.07%-29.0pp | 263.57%-247.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,476 | $3,318-25.4% | $4,829-48.7% | $2,565-3.5% |
| Participant deferral / active EE | $4,875 | $5,945-18.0% | $7,352-33.7% | $3,952+23.4% |
| Admin fee / account holder | $163 | $6,933-97.6% | $10,799-98.5% | $6,260-97.4% |