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 | $48,325 | $93,071-48.1% | $74,583-35.2% | $273,961-82.4% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 10.40% | 26.18%-15.8pp | 20.47%-10.1pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,134 | $3,160-64.1% | $2,525-55.1% | $4,869-76.7% |
| Participant deferral / active EE | $3,686 | $4,160-11.4% | $3,458+6.6% | $5,287-30.3% |
| Admin fee / account holder | $7 | $5,272-99.9% | $4,138-99.8% | $10,132-99.9% |