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 | $68,482 | $24,730+176.9% | $66,042+3.7% | $84,808-19.3% |
| Participation rate | 76.3% | 68.1%+8.2pp | 67.5%+8.8pp | 68.3%+8.0pp |
| Annual return | 15.11% | 79.55%-64.4pp | 52.11%-37.0pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,032 | $857+254.0% | $1,579+92.0% | $2,631+15.3% |
| Participant deferral / active EE | $4,466 | $1,737+157.1% | $2,835+57.5% | $4,212+6.0% |
| Admin fee / account holder | $266 | $3,014-91.2% | $5,747-95.4% | $7,344-96.4% |