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 | $74,257 | $99,032-25.0% | $80,019-7.2% | $135,375-45.1% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | 8.63% | 15.39%-6.8pp | 11.22%-2.6pp | 519.73%-511.1pp |
| Employer contribution / active EE | $981 | $3,043-67.8% | $2,468-60.3% | $4,779-79.5% |
| Participant deferral / active EE | $2,013 | $4,282-53.0% | $3,686-45.4% | $5,609-64.1% |
| Admin fee / account holder | $172 | $10,436-98.4% | $6,521-97.4% | $10,827-98.4% |