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 | $49,990 | $99,341-49.7% | $84,750-41.0% | $273,961-81.8% |
| Participation rate | 82.4% | 80.7%+1.7pp | 76.6%+5.8pp | 83.0%-0.7pp |
| Annual return | 4.89% | 22.93%-18.0pp | 22.78%-17.9pp | 41.45%-36.6pp |
| Employer contribution / active EE | $6,894 | $4,214+63.6% | $3,574+92.9% | $4,869+41.6% |
| Participant deferral / active EE | $2,141 | $4,269-49.8% | $3,712-42.3% | $5,287-59.5% |
| Admin fee / account holder | $2 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |