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 | $48,672 | $165,912-70.7% | $122,332-60.2% | $147,584-67.0% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 17.31% | 34.55%-17.2pp | 30.27%-13.0pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,463 | $5,754-74.6% | $4,050-63.9% | $4,876-70.0% |
| Participant deferral / active EE | $5,586 | $4,005+39.5% | $3,287+69.9% | $5,439+2.7% |
| Admin fee / account holder | $108 | $7,424-98.5% | $5,478-98.0% | $10,885-99.0% |