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 | $57,603 | $110,257-47.8% | $96,544-40.3% | $139,434-58.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 22.81% | 26.32%-3.5pp | 25.84%-3.0pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,738 | $3,620-52.0% | $2,965-41.4% | $4,751-63.4% |
| Participant deferral / active EE | $8,117 | $5,548+46.3% | $4,851+67.3% | $6,710+21.0% |
| Admin fee / account holder | $84 | $11,591-99.3% | $8,252-99.0% | $11,403-99.3% |