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 | $43,025 | $92,222-53.3% | $76,768-44.0% | $135,375-68.2% |
| Participation rate | 94.1% | 79.8%+14.4pp | 77.0%+17.2pp | 82.6%+11.5pp |
| Annual return | 12.57% | 5.46%+7.1pp | 2.43%+10.1pp | 519.73%-507.2pp |
| Employer contribution / active EE | $2,739 | $3,216-14.8% | $2,485+10.2% | $4,779-42.7% |
| Participant deferral / active EE | $6,905 | $4,509+53.2% | $3,852+79.3% | $5,609+23.1% |
| Admin fee / account holder | $43 | $10,748-99.6% | $6,675-99.4% | $10,827-99.6% |