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 | $65,720 | $65,041+1.0% | $90,951-27.7% | $79,858-17.7% |
| Participation rate | 86.7% | 61.6%+25.1pp | 69.0%+17.7pp | 69.6%+17.0pp |
| Annual return | 18.62% | 30.45%-11.8pp | 134.60%-116.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,104 | $1,247-11.5% | $2,122-48.0% | $2,471-55.3% |
| Participant deferral / active EE | $2,150 | $2,512-14.4% | $3,373-36.2% | $3,740-42.5% |
| Admin fee / account holder | $148 | $4,536-96.7% | $5,959-97.5% | $5,306-97.2% |