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 | $51,996 | $89,355-41.8% | $141,162-63.2% | $72,985-28.8% |
| Participation rate | 82.1% | 75.1%+7.0pp | 82.5%-0.3pp | 69.5%+12.7pp |
| Annual return | 20.34% | 111.85%-91.5pp | 71.39%-51.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,384 | $3,114-23.5% | $4,735-49.7% | $2,440-2.3% |
| Participant deferral / active EE | $3,972 | $5,418-26.7% | $6,709-40.8% | $3,607+10.1% |
| Admin fee / account holder | $170 | $5,958-97.2% | $10,261-98.3% | $5,124-96.7% |