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 | $49,586 | $113,339-56.3% | $94,993-47.8% | $147,584-66.4% |
| Participation rate | 81.8% | 78.0%+3.8pp | 73.9%+7.9pp | 82.8%-1.0pp |
| Annual return | 12.83% | 20.77%-7.9pp | 27.12%-14.3pp | 578.55%-565.7pp |
| Employer contribution / active EE | $3,330 | $3,160+5.4% | $2,603+27.9% | $4,876-31.7% |
| Participant deferral / active EE | $6,129 | $3,777+62.3% | $3,317+84.8% | $5,439+12.7% |
| Admin fee / account holder | $268 | $6,063-95.6% | $4,960-94.6% | $10,885-97.5% |