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 | $99,145 | $80,717+22.8% | $154,803-36.0% | $84,808+16.9% |
| Participation rate | 82.9% | 66.8%+16.0pp | 78.1%+4.8pp | 68.3%+14.5pp |
| Annual return | 20.21% | 37.96%-17.7pp | 58.88%-38.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,615 | $2,761-41.5% | $4,305-62.5% | $2,631-38.6% |
| Participant deferral / active EE | $3,725 | $3,303+12.8% | $5,540-32.8% | $4,212-11.5% |
| Admin fee / account holder | $3 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |