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 | $69,738 | $60,022+16.2% | $88,946-21.6% | $84,808-17.8% |
| Participation rate | 93.3% | 57.8%+35.5pp | 68.8%+24.5pp | 68.3%+25.0pp |
| Annual return | 16.91% | 22.43%-5.5pp | 57.82%-40.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,428 | $1,703+101.3% | $2,555+34.2% | $2,631+30.3% |
| Participant deferral / active EE | $6,166 | $3,114+98.0% | $4,581+34.6% | $4,212+46.4% |
| Admin fee / account holder | $259 | $4,811-94.6% | $8,261-96.9% | $7,344-96.5% |