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 | $58,911 | $140,940-58.2% | $112,229-47.5% | $139,434-57.7% |
| Participation rate | 85.7% | 79.2%+6.5pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 18.80% | 32.71%-13.9pp | 30.20%-11.4pp | 372.94%-354.1pp |
| Employer contribution / active EE | $4,032 | $4,283-5.9% | $3,430+17.6% | $4,751-15.1% |
| Participant deferral / active EE | $8,888 | $5,874+51.3% | $4,798+85.3% | $6,710+32.5% |
| Admin fee / account holder | $270 | $9,954-97.3% | $7,748-96.5% | $11,403-97.6% |