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 8-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 | $46,284 | $103,376-55.2% | $87,100-46.9% | $152,861-69.7% |
| Participation rate | 95.5% | 79.3%+16.1pp | 76.9%+18.6pp | 82.4%+13.0pp |
| Annual return | 29.66% | 28.10%+1.6pp | 28.19%+1.5pp | 345.32%-315.7pp |
| Employer contribution / active EE | $4,838 | $3,220+50.2% | $2,521+91.9% | $4,762+1.6% |
| Participant deferral / active EE | $12,080 | $4,778+152.8% | $4,049+198.4% | $5,850+106.5% |
| Admin fee / account holder | $32 | $12,205-99.7% | $7,497-99.6% | $11,596-99.7% |