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 | $50,316 | $118,427-57.5% | $66,042-23.8% | $142,382-64.7% |
| Participation rate | 81.8% | 68.1%+13.7pp | 67.5%+14.3pp | 80.1%+1.7pp |
| Annual return | 9.72% | 35.57%-25.8pp | 52.11%-42.4pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,434 | $2,570-44.2% | $1,579-9.2% | $4,299-66.6% |
| Participant deferral / active EE | $7,258 | $4,311+68.4% | $2,835+156.0% | $6,507+11.5% |
| Admin fee / account holder | $157 | $9,593-98.4% | $5,747-97.3% | $12,624-98.8% |