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 | $50,872 | $135,952-62.6% | $123,892-58.9% | $273,961-81.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 12.81% | 56.63%-43.8pp | 47.52%-34.7pp | 41.45%-28.6pp |
| Employer contribution / active EE | $3,845 | $5,170-25.6% | $4,617-16.7% | $4,869-21.0% |
| Participant deferral / active EE | $4,505 | $6,343-29.0% | $5,984-24.7% | $5,287-14.8% |
| Admin fee / account holder | $31 | $9,817-99.7% | $8,357-99.6% | $10,132-99.7% |