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 | $86,959 | $98,240-11.5% | $82,313+5.6% | $147,584-41.1% |
| Participation rate | 93.8% | 79.7%+14.0pp | 76.9%+16.9pp | 82.8%+10.9pp |
| Annual return | 21.97% | 30.85%-8.9pp | 25.88%-3.9pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,747 | $3,192-45.3% | $2,428-28.1% | $4,876-64.2% |
| Participant deferral / active EE | $4,996 | $4,383+14.0% | $3,706+34.8% | $5,439-8.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |