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 | $80,640 | $118,427-31.9% | $66,042+22.1% | $142,382-43.4% |
| Participation rate | 92.3% | 68.1%+24.2pp | 67.5%+24.8pp | 80.1%+12.2pp |
| Annual return | 17.97% | 35.57%-17.6pp | 52.11%-34.1pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,510 | $2,570-2.3% | $1,579+58.9% | $4,299-41.6% |
| Participant deferral / active EE | $5,698 | $4,311+32.2% | $2,835+101.0% | $6,507-12.4% |
| Admin fee / account holder | $4 | $9,593-100.0% | $5,747-99.9% | $12,624-100.0% |