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 | $50,062 | $107,452-53.4% | $91,541-45.3% | $142,382-64.8% |
| Participation rate | 88.9% | 75.1%+13.8pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 14.16% | 22.06%-7.9pp | 20.50%-6.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $952 | $2,994-68.2% | $2,505-62.0% | $4,299-77.9% |
| Participant deferral / active EE | $5,177 | $4,754+8.9% | $4,008+29.2% | $6,507-20.4% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |