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 | $68,942 | $108,172-36.3% | $77,482-11.0% | $158,922-56.6% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 14.79% | 31.67%-16.9pp | 54.79%-40.0pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,558 | $1,325+93.1% | $986+159.3% | $4,761-46.3% |
| Participant deferral / active EE | $3,198 | $2,456+30.2% | $1,861+71.8% | $5,982-46.5% |
| Admin fee / account holder | $48 | $3,708-98.7% | $2,858-98.3% | $11,246-99.6% |