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 | $80,086 | $72,492+10.5% | $87,100-8.1% | $72,985+9.7% |
| Participation rate | 84.4% | 72.8%+11.6pp | 76.9%+7.5pp | 69.5%+14.9pp |
| Annual return | 22.25% | 24.46%-2.2pp | 28.19%-5.9pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,516 | $1,894-20.0% | $2,521-39.9% | $2,440-37.9% |
| Participant deferral / active EE | $3,819 | $3,270+16.8% | $4,049-5.7% | $3,607+5.9% |
| Admin fee / account holder | $72 | $5,055-98.6% | $7,497-99.0% | $5,124-98.6% |