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 | $51,705 | $179,726-71.2% | $156,263-66.9% | $142,382-63.7% |
| Participation rate | 94.1% | 82.1%+12.0pp | 78.9%+15.2pp | 80.1%+14.0pp |
| Annual return | 14.42% | 77.86%-63.4pp | 59.47%-45.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,744 | $5,069-45.9% | $4,333-36.7% | $4,299-36.2% |
| Participant deferral / active EE | $3,547 | $6,956-49.0% | $6,158-42.4% | $6,507-45.5% |
| Admin fee / account holder | $83 | $17,272-99.5% | $14,255-99.4% | $12,624-99.3% |