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 | $48,463 | $88,707-45.4% | $74,183-34.7% | $273,961-82.3% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 14.67% | 11.94%+2.7pp | 17.74%-3.1pp | 41.45%-26.8pp |
| Employer contribution / active EE | $10,224 | $3,159+223.6% | $2,370+331.4% | $4,869+110.0% |
| Participant deferral / active EE | $6,829 | $4,212+62.1% | $3,550+92.4% | $5,287+29.2% |
| Admin fee / account holder | $144 | $8,717-98.4% | $5,586-97.4% | $10,132-98.6% |