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 | $47,851 | $101,069-52.7% | $81,478-41.3% | $147,584-67.6% |
| Participation rate | 84.6% | 74.5%+10.2pp | 68.0%+16.7pp | 82.8%+1.8pp |
| Annual return | 16.62% | 32.40%-15.8pp | 38.78%-22.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $3,201 | $3,205-0.1% | $2,568+24.7% | $4,876-34.4% |
| Participant deferral / active EE | $6,413 | $4,242+51.2% | $3,537+81.3% | $5,439+17.9% |
| Admin fee / account holder | $139 | $5,812-97.6% | $4,561-97.0% | $10,885-98.7% |