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 | $87,776 | $176,812-50.4% | $146,665-40.2% | $167,490-47.6% |
| Participation rate | 72.7% | 83.6%-10.9pp | 80.1%-7.3pp | 82.1%-9.4pp |
| Annual return | 19.03% | 24.03%-5.0pp | 22.74%-3.7pp | 478.56%-459.5pp |
| Employer contribution / active EE | $1,922 | $5,160-62.8% | $4,136-53.5% | $4,837-60.3% |
| Participant deferral / active EE | $6,201 | $6,440-3.7% | $5,506+12.6% | $6,341-2.2% |
| Admin fee / account holder | $8 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |