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 | $71,065 | $135,952-47.7% | $123,892-42.6% | $273,961-74.1% |
| Participation rate | 81.3% | 84.1%-2.8pp | 81.4%-0.2pp | 83.0%-1.8pp |
| Annual return | 7.29% | 56.63%-49.3pp | 47.52%-40.2pp | 41.45%-34.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,115 | $6,343+12.2% | $5,984+18.9% | $5,287+34.6% |
| Admin fee / account holder | $155 | $9,817-98.4% | $8,357-98.1% | $10,132-98.5% |