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 | $57,516 | $118,450-51.4% | $98,439-41.6% | $139,434-58.8% |
| Participation rate | 95.7% | 77.4%+18.2pp | 75.2%+20.5pp | 80.3%+15.3pp |
| Annual return | 22.22% | 18.94%+3.3pp | 21.16%+1.1pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,226 | $3,609-66.0% | $3,048-59.8% | $4,751-74.2% |
| Participant deferral / active EE | $8,105 | $5,392+50.3% | $4,738+71.1% | $6,710+20.8% |
| Admin fee / account holder | $136 | $14,026-99.0% | $8,948-98.5% | $11,403-98.8% |