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 | $65,604 | $95,266-31.1% | $82,389-20.4% | $142,382-53.9% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 14.48% | 25.74%-11.3pp | 28.67%-14.2pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,795 | $2,991-40.0% | $2,517-28.7% | $4,299-58.3% |
| Participant deferral / active EE | $6,319 | $4,809+31.4% | $4,155+52.1% | $6,507-2.9% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |