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 | $53,217 | $124,281-57.2% | $109,143-51.2% | $167,490-68.2% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.9%+8.7pp | 82.1%+2.5pp |
| Annual return | 16.02% | 26.04%-10.0pp | 25.75%-9.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,447 | $4,207-41.8% | $3,722-34.3% | $4,837-49.4% |
| Participant deferral / active EE | $4,479 | $5,255-14.8% | $4,653-3.8% | $6,341-29.4% |
| Admin fee / account holder | $10 | $7,970-99.9% | $6,752-99.8% | $12,309-99.9% |