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 | $39,680 | $176,812-77.6% | $146,665-72.9% | $167,490-76.3% |
| Participation rate | 86.7% | 83.6%+3.1pp | 80.1%+6.6pp | 82.1%+4.6pp |
| Annual return | 16.88% | 24.03%-7.2pp | 22.74%-5.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $4,333 | $5,160-16.0% | $4,136+4.8% | $4,837-10.4% |
| Participant deferral / active EE | $5,536 | $6,440-14.0% | $5,506+0.5% | $6,341-12.7% |
| Admin fee / account holder | $190 | $13,259-98.6% | $10,280-98.2% | $12,309-98.5% |