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 | $75,198 | $58,828+27.8% | $77,999-3.6% | $62,891+19.6% |
| Participation rate | 88.9% | 71.1%+17.8pp | 75.5%+13.4pp | 69.3%+19.6pp |
| Annual return | 8.77% | 17.16%-8.4pp | 425.96%-417.2pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,111 | $1,672-33.5% | $2,470-55.0% | $2,281-51.3% |
| Participant deferral / active EE | $2,178 | $2,686-18.9% | $3,497-37.7% | $3,203-32.0% |
| Admin fee / account holder | $31 | $4,393-99.3% | $5,480-99.4% | $4,296-99.3% |