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 | $80,616 | $65,365+23.3% | $92,893-13.2% | $72,985+10.5% |
| Participation rate | 93.1% | 68.3%+24.8pp | 76.0%+17.1pp | 69.5%+23.6pp |
| Annual return | 22.75% | 42.10%-19.4pp | 109.41%-86.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,253 | $2,594-51.7% | $3,653-65.7% | $2,440-48.7% |
| Participant deferral / active EE | $3,824 | $3,128+22.2% | $4,236-9.7% | $3,607+6.0% |
| Admin fee / account holder | $276 | $4,251-93.5% | $5,794-95.2% | $5,124-94.6% |