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 | $49,080 | $101,724-51.8% | $164,813-70.2% | $80,856-39.3% |
| Participation rate | 98.6% | 71.8%+26.7pp | 78.6%+19.9pp | 67.6%+30.9pp |
| Annual return | 11.09% | 16.72%-5.6pp | 69.93%-58.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,717 | $2,953+25.8% | $4,341-14.4% | $2,755+34.9% |
| Participant deferral / active EE | $6,019 | $4,477+34.4% | $6,031-0.2% | $4,296+40.1% |
| Admin fee / account holder | $154 | $8,227-98.1% | $12,690-98.8% | $6,918-97.8% |