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 | $101,238 | $47,848+111.6% | $81,478+24.3% | $70,131+44.4% |
| Participation rate | 78.6% | 58.3%+20.3pp | 68.0%+10.6pp | 69.5%+9.0pp |
| Annual return | 18.36% | 27.25%-8.9pp | 38.78%-20.4pp | 73.14%-54.8pp |
| Employer contribution / active EE | $4,184 | $1,527+174.0% | $2,568+63.0% | $2,342+78.6% |
| Participant deferral / active EE | $4,881 | $2,453+99.0% | $3,537+38.0% | $3,332+46.5% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |