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 | $51,191 | $67,606-24.3% | $82,313-37.8% | $70,131-27.0% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.9%+16.0pp | 69.5%+23.3pp |
| Annual return | 18.33% | 21.57%-3.2pp | 25.88%-7.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,150 | $1,755-34.5% | $2,428-52.6% | $2,342-50.9% |
| Participant deferral / active EE | $4,679 | $2,987+56.6% | $3,706+26.2% | $3,332+40.4% |
| Admin fee / account holder | $5 | $4,512-99.9% | $5,608-99.9% | $4,645-99.9% |