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 | $50,089 | $89,355-43.9% | $141,162-64.5% | $72,985-31.4% |
| Participation rate | 80.5% | 75.1%+5.4pp | 82.5%-2.0pp | 69.5%+11.0pp |
| Annual return | 22.15% | 111.85%-89.7pp | 71.39%-49.2pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,072 | $3,114-33.5% | $4,735-56.2% | $2,440-15.1% |
| Participant deferral / active EE | $5,345 | $5,418-1.3% | $6,709-20.3% | $3,607+48.2% |
| Admin fee / account holder | $12 | $5,958-99.8% | $10,261-99.9% | $5,124-99.8% |