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 | $79,259 | $58,828+34.7% | $77,999+1.6% | $62,891+26.0% |
| Participation rate | 97.1% | 71.1%+26.0pp | 75.5%+21.5pp | 69.3%+27.8pp |
| Annual return | 8.15% | 17.16%-9.0pp | 425.96%-417.8pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,097 | $2,686+127.0% | $3,497+74.4% | $3,203+90.4% |
| Admin fee / account holder | $48 | $4,393-98.9% | $5,480-99.1% | $4,296-98.9% |