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 | $44,747 | $114,381-60.9% | $107,525-58.4% | $142,382-68.6% |
| Participation rate | 94.4% | 78.1%+16.3pp | 75.1%+19.4pp | 80.1%+14.3pp |
| Annual return | 11.82% | 242.71%-230.9pp | 181.32%-169.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $4,167 | $4,015+3.8% | $3,754+11.0% | $4,299-3.1% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $169 | $9,860-98.3% | $8,919-98.1% | $12,624-98.7% |