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 | $56,547 | $90,503-37.5% | $78,689-28.1% | $273,961-79.4% |
| Participation rate | 94.1% | 76.5%+17.6pp | 73.6%+20.6pp | 83.0%+11.1pp |
| Annual return | 15.02% | 75.60%-60.6pp | 62.18%-47.2pp | 41.45%-26.4pp |
| Employer contribution / active EE | $4,941 | $3,176+55.6% | $2,851+73.3% | $4,869+1.5% |
| Participant deferral / active EE | $4,231 | $3,901+8.5% | $3,517+20.3% | $5,287-20.0% |
| Admin fee / account holder | $48 | $5,263-99.1% | $4,510-98.9% | $10,132-99.5% |