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 | $107,038 | $85,202+25.6% | $172,739-38.0% | $72,985+46.7% |
| Participation rate | 82.3% | 70.1%+12.2pp | 82.6%-0.4pp | 69.5%+12.8pp |
| Annual return | 22.04% | 27.32%-5.3pp | 802.84%-780.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,801 | $3,324-45.8% | $5,143-65.0% | $2,440-26.2% |
| Participant deferral / active EE | $3,235 | $3,260-0.8% | $5,198-37.8% | $3,607-10.3% |
| Admin fee / account holder | $290 | $5,884-95.1% | $13,954-97.9% | $5,124-94.3% |