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 9-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 | $96,229 | $80,717+19.2% | $154,803-37.8% | $84,808+13.5% |
| Participation rate | 96.6% | 66.8%+29.7pp | 78.1%+18.5pp | 68.3%+28.2pp |
| Annual return | 20.06% | 37.96%-17.9pp | 58.88%-38.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $3,060 | $2,761+10.8% | $4,305-28.9% | $2,631+16.3% |
| Participant deferral / active EE | $6,180 | $3,303+87.1% | $5,540+11.5% | $4,212+46.7% |
| Admin fee / account holder | $177 | $6,746-97.4% | $14,329-98.8% | $7,344-97.6% |