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 | $67,067 | $181,894-63.1% | $156,549-57.2% | $273,961-75.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.94% | 30.74%-24.8pp | 32.23%-26.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,344 | $6,248-62.5% | $5,501-57.4% | $4,869-51.9% |
| Participant deferral / active EE | $7,112 | $5,550+28.1% | $4,871+46.0% | $5,287+34.5% |
| Admin fee / account holder | $80 | $15,559-99.5% | $13,027-99.4% | $10,132-99.2% |