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 | $49,490 | $176,812-72.0% | $146,665-66.3% | $167,490-70.5% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 17.79% | 24.03%-6.2pp | 22.74%-5.0pp | 478.56%-460.8pp |
| Employer contribution / active EE | $6,124 | $5,160+18.7% | $4,136+48.0% | $4,837+26.6% |
| Participant deferral / active EE | $12,645 | $6,440+96.4% | $5,506+129.7% | $6,341+99.4% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |