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 | $48,821 | $181,894-73.2% | $156,549-68.8% | $273,961-82.2% |
| Participation rate | 81.3% | 88.4%-7.1pp | 84.0%-2.8pp | 83.0%-1.8pp |
| Annual return | 8.82% | 30.74%-21.9pp | 32.23%-23.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,561 | $6,248-75.0% | $5,501-71.6% | $4,869-67.9% |
| Participant deferral / active EE | $4,161 | $5,550-25.0% | $4,871-14.6% | $5,287-21.3% |
| Admin fee / account holder | $5 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |