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 5-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 | $48,968 | $117,841-58.4% | $102,423-52.2% | $145,922-66.4% |
| Participation rate | 90.5% | 78.6%+11.9pp | 76.5%+14.0pp | 80.3%+10.2pp |
| Annual return | 14.67% | 31.65%-17.0pp | 29.32%-14.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $5,858 | $3,615+62.1% | $3,023+93.8% | $4,660+25.7% |
| Participant deferral / active EE | $11,309 | $5,731+97.3% | $5,053+123.8% | $6,688+69.1% |
| Admin fee / account holder | $196 | $13,326-98.5% | $9,451-97.9% | $13,397-98.5% |