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 | $78,023 | $72,492+7.6% | $87,100-10.4% | $72,985+6.9% |
| Participation rate | 95.5% | 72.8%+22.6pp | 76.9%+18.6pp | 69.5%+26.0pp |
| Annual return | 19.89% | 24.46%-4.6pp | 28.19%-8.3pp | 81.00%-61.1pp |
| Employer contribution / active EE | $2,330 | $1,894+23.0% | $2,521-7.6% | $2,440-4.5% |
| Participant deferral / active EE | $4,659 | $3,270+42.5% | $4,049+15.1% | $3,607+29.2% |
| Admin fee / account holder | $60 | $5,055-98.8% | $7,497-99.2% | $5,124-98.8% |