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 | $74,224 | $124,281-40.3% | $109,143-32.0% | $167,490-55.7% |
| Participation rate | 78.3% | 79.4%-1.2pp | 75.9%+2.4pp | 82.1%-3.8pp |
| Annual return | 12.89% | 26.04%-13.2pp | 25.75%-12.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $2,259 | $4,207-46.3% | $3,722-39.3% | $4,837-53.3% |
| Participant deferral / active EE | $3,284 | $5,255-37.5% | $4,653-29.4% | $6,341-48.2% |
| Admin fee / account holder | $3 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |