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 | $38,432 | $118,450-67.6% | $98,439-61.0% | $139,434-72.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 24.08% | 18.94%+5.1pp | 21.16%+2.9pp | 372.94%-348.9pp |
| Employer contribution / active EE | $5,024 | $3,609+39.2% | $3,048+64.8% | $4,751+5.8% |
| Participant deferral / active EE | $12,110 | $5,392+124.6% | $4,738+155.6% | $6,710+80.5% |
| Admin fee / account holder | $294 | $14,026-97.9% | $8,948-96.7% | $11,403-97.4% |