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 | $45,068 | $163,101-72.4% | $136,749-67.0% | $142,382-68.3% |
| Participation rate | 95.2% | 78.2%+17.0pp | 72.1%+23.1pp | 80.1%+15.1pp |
| Annual return | 12.23% | 27.54%-15.3pp | 24.33%-12.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,379 | $4,117-42.2% | $3,400-30.0% | $4,299-44.7% |
| Participant deferral / active EE | $4,067 | $5,585-27.2% | $4,692-13.3% | $6,507-37.5% |
| Admin fee / account holder | $130 | $14,318-99.1% | $11,386-98.9% | $12,624-99.0% |