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 | $67,517 | $86,929-22.3% | $102,423-34.1% | $80,856-16.5% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.6%+18.1pp |
| Annual return | 19.34% | 18.88%+0.5pp | 29.32%-10.0pp | 35.59%-16.3pp |
| Employer contribution / active EE | $3,834 | $2,369+61.8% | $3,023+26.8% | $2,755+39.2% |
| Participant deferral / active EE | $8,196 | $4,118+99.0% | $5,053+62.2% | $4,296+90.8% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |