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 | $69,097 | $101,069-31.6% | $81,478-15.2% | $147,584-53.2% |
| Participation rate | 95.2% | 74.5%+20.8pp | 68.0%+27.3pp | 82.8%+12.4pp |
| Annual return | 16.93% | 32.40%-15.5pp | 38.78%-21.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,943 | $3,205-8.2% | $2,568+14.6% | $4,876-39.6% |
| Participant deferral / active EE | $4,663 | $4,242+9.9% | $3,537+31.8% | $5,439-14.3% |
| Admin fee / account holder | $278 | $5,812-95.2% | $4,561-93.9% | $10,885-97.5% |