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 | $59,546 | $60,022-0.8% | $88,946-33.1% | $84,808-29.8% |
| Participation rate | 87.9% | 57.8%+30.0pp | 68.8%+19.0pp | 68.3%+19.6pp |
| Annual return | 15.53% | 22.43%-6.9pp | 57.82%-42.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,081 | $1,703+22.2% | $2,555-18.6% | $2,631-20.9% |
| Participant deferral / active EE | $4,669 | $3,114+49.9% | $4,581+1.9% | $4,212+10.9% |
| Admin fee / account holder | $216 | $4,811-95.5% | $8,261-97.4% | $7,344-97.1% |