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 | $87,457 | $115,882-24.5% | $100,516-13.0% | $158,922-45.0% |
| Participation rate | 95.8% | 81.6%+14.3pp | 79.4%+16.4pp | 82.0%+13.9pp |
| Annual return | 38.83% | 34.79%+4.0pp | 30.89%+7.9pp | 302.83%-264.0pp |
| Employer contribution / active EE | $2,964 | $4,103-27.8% | $3,418-13.3% | $4,761-37.7% |
| Participant deferral / active EE | $6,009 | $6,674-10.0% | $6,270-4.2% | $5,982+0.5% |
| Admin fee / account holder | $2 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |