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 | $50,357 | $157,256-68.0% | $141,162-64.3% | $152,861-67.1% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 19.38% | 64.32%-44.9pp | 71.39%-52.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,060 | $5,261-60.8% | $4,735-56.5% | $4,762-56.7% |
| Participant deferral / active EE | $4,628 | $7,109-34.9% | $6,709-31.0% | $5,850-20.9% |
| Admin fee / account holder | $289 | $12,120-97.6% | $10,261-97.2% | $11,596-97.5% |