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 | $53,975 | $22,587+139.0% | $65,255-17.3% | $75,163-28.2% |
| Participation rate | 92.6% | 63.1%+29.5pp | 65.0%+27.6pp | 67.2%+25.4pp |
| Annual return | 24.09% | 71.03%-46.9pp | 47.35%-23.3pp | 160.62%-136.5pp |
| Employer contribution / active EE | $570 | $941-39.4% | $1,691-66.3% | $2,670-78.6% |
| Participant deferral / active EE | $4,232 | $1,695+149.7% | $2,831+49.5% | $4,125+2.6% |
| Admin fee / account holder | $239 | $1,876-87.3% | $4,112-94.2% | $5,651-95.8% |