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 | $49,264 | $124,281-60.4% | $109,143-54.9% | $167,490-70.6% |
| Participation rate | 88.2% | 79.4%+8.8pp | 75.9%+12.4pp | 82.1%+6.1pp |
| Annual return | 12.62% | 26.04%-13.4pp | 25.75%-13.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $1,637 | $4,207-61.1% | $3,722-56.0% | $4,837-66.2% |
| Participant deferral / active EE | $8,549 | $5,255+62.7% | $4,653+83.7% | $6,341+34.8% |
| Admin fee / account holder | $96 | $7,970-98.8% | $6,752-98.6% | $12,309-99.2% |