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 | $51,687 | $73,933-30.1% | $96,683-46.5% | $75,163-31.2% |
| Participation rate | 80.6% | 66.4%+14.2pp | 74.3%+6.3pp | 67.2%+13.5pp |
| Annual return | 16.73% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,197 | $2,928-25.0% | $3,737-41.2% | $2,670-17.7% |
| Participant deferral / active EE | $6,243 | $3,659+70.6% | $4,878+28.0% | $4,125+51.3% |
| Admin fee / account holder | $238 | $5,216-95.4% | $6,730-96.5% | $5,651-95.8% |