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 | $48,860 | $72,277-32.4% | $101,248-51.7% | $79,858-38.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.88% | 22.30%-6.4pp | 46.47%-30.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $8,715 | $2,692+223.8% | $3,660+138.1% | $2,471+252.7% |
| Participant deferral / active EE | $4,568 | $3,282+39.2% | $4,370+4.5% | $3,740+22.1% |
| Admin fee / account holder | $137 | $4,400-96.9% | $5,945-97.7% | $5,306-97.4% |