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 6-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 | $83,054 | $106,515-22.0% | $96,683-14.1% | $139,434-40.4% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 15.83% | 38.43%-22.6pp | 35.69%-19.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,783 | $4,103-32.2% | $3,737-25.5% | $4,751-41.4% |
| Participant deferral / active EE | $9,646 | $5,454+76.9% | $4,878+97.7% | $6,710+43.7% |
| Admin fee / account holder | $8 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |