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 | $62,982 | $159,602-60.5% | $150,045-58.0% | $142,382-55.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 18.25% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,218 | $4,961-75.4% | $4,693-74.0% | $4,299-71.7% |
| Participant deferral / active EE | $4,576 | $8,310-44.9% | $7,997-42.8% | $6,507-29.7% |
| Admin fee / account holder | $259 | $14,846-98.3% | $13,435-98.1% | $12,624-97.9% |