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 | $102,371 | $81,248+26.0% | $155,509-34.2% | $80,856+26.6% |
| Participation rate | 88.9% | 66.2%+22.7pp | 78.2%+10.7pp | 67.6%+21.3pp |
| Annual return | 14.52% | 33.31%-18.8pp | 64.67%-50.1pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,862 | $3,100-39.9% | $4,672-60.2% | $2,755-32.4% |
| Participant deferral / active EE | $4,168 | $3,452+20.8% | $5,626-25.9% | $4,296-3.0% |
| Admin fee / account holder | $56 | $7,997-99.3% | $15,912-99.6% | $6,918-99.2% |