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 | $74,728 | $115,882-35.5% | $100,516-25.7% | $158,922-53.0% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 21.80% | 34.79%-13.0pp | 30.89%-9.1pp | 302.83%-281.0pp |
| Employer contribution / active EE | $3,079 | $4,103-25.0% | $3,418-9.9% | $4,761-35.3% |
| Participant deferral / active EE | $6,558 | $6,674-1.7% | $6,270+4.6% | $5,982+9.6% |
| Admin fee / account holder | $60 | $10,995-99.5% | $8,081-99.3% | $11,246-99.5% |