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 7-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 | $50,836 | $95,266-46.6% | $82,389-38.3% | $142,382-64.3% |
| Participation rate | 76.9% | 74.5%+2.5pp | 69.5%+7.4pp | 80.1%-3.2pp |
| Annual return | 33.68% | 25.74%+7.9pp | 28.67%+5.0pp | 217.08%-183.4pp |
| Employer contribution / active EE | $2,832 | $2,991-5.3% | $2,517+12.5% | $4,299-34.1% |
| Participant deferral / active EE | $5,114 | $4,809+6.3% | $4,155+23.1% | $6,507-21.4% |
| Admin fee / account holder | $19 | $8,563-99.8% | $7,231-99.7% | $12,624-99.8% |