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 | $44,690 | $89,355-50.0% | $141,162-68.3% | $72,985-38.8% |
| Participation rate | 93.6% | 75.1%+18.5pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 42.91% | 111.85%-68.9pp | 71.39%-28.5pp | 81.00%-38.1pp |
| Employer contribution / active EE | $4,808 | $3,114+54.4% | $4,735+1.5% | $2,440+97.1% |
| Participant deferral / active EE | $8,000 | $5,418+47.7% | $6,709+19.2% | $3,607+121.8% |
| Admin fee / account holder | $254 | $5,958-95.7% | $10,261-97.5% | $5,124-95.1% |