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 3-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 | $45,766 | $109,881-58.3% | $150,045-69.5% | $84,808-46.0% |
| Participation rate | 91.7% | 76.1%+15.6pp | 82.3%+9.3pp | 68.3%+23.4pp |
| Annual return | 22.67% | 28.25%-5.6pp | 62.55%-39.9pp | 40.90%-18.2pp |
| Employer contribution / active EE | $7,880 | $3,561+121.3% | $4,693+67.9% | $2,631+199.5% |
| Participant deferral / active EE | $8,594 | $6,636+29.5% | $7,997+7.5% | $4,212+104.1% |
| Admin fee / account holder | $227 | $8,568-97.4% | $13,435-98.3% | $7,344-96.9% |