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 | $89,950 | $98,240-8.4% | $82,313+9.3% | $147,584-39.1% |
| Participation rate | 84.2% | 79.7%+4.5pp | 76.9%+7.3pp | 82.8%+1.4pp |
| Annual return | 14.73% | 30.85%-16.1pp | 25.88%-11.1pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,772 | $3,192-44.5% | $2,428-27.0% | $4,876-63.7% |
| Participant deferral / active EE | $5,136 | $4,383+17.2% | $3,706+38.6% | $5,439-5.6% |
| Admin fee / account holder | $83 | $8,563-99.0% | $5,608-98.5% | $10,885-99.2% |