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 | $92,767 | $177,572-47.8% | $154,803-40.1% | $142,382-34.8% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 17.78% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,929 | $4,810-18.3% | $4,305-8.7% | $4,299-8.6% |
| Participant deferral / active EE | $6,656 | $6,272+6.1% | $5,540+20.1% | $6,507+2.3% |
| Admin fee / account holder | $59 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |