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 | $42,418 | $95,266-55.5% | $82,389-48.5% | $142,382-70.2% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 16.17% | 25.74%-9.6pp | 28.67%-12.5pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,644 | $2,991-45.0% | $2,517-34.7% | $4,299-61.8% |
| Participant deferral / active EE | $1,797 | $4,809-62.6% | $4,155-56.7% | $6,507-72.4% |
| Admin fee / account holder | $99 | $8,563-98.8% | $7,231-98.6% | $12,624-99.2% |