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 | $55,668 | $89,753-38.0% | $107,525-48.2% | $84,808-34.4% |
| Participation rate | 85.7% | 68.1%+17.7pp | 75.1%+10.6pp | 68.3%+17.4pp |
| Annual return | 16.48% | 29.48%-13.0pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,150 | $3,113+1.2% | $3,754-16.1% | $2,631+19.7% |
| Participant deferral / active EE | $4,036 | $4,056-0.5% | $5,116-21.1% | $4,212-4.2% |
| Admin fee / account holder | $129 | $7,222-98.2% | $8,919-98.6% | $7,344-98.2% |