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 | $80,156 | $135,952-41.0% | $123,892-35.3% | $273,961-70.7% |
| Participation rate | 95.2% | 84.1%+11.2pp | 81.4%+13.8pp | 83.0%+12.2pp |
| Annual return | 7.93% | 56.63%-48.7pp | 47.52%-39.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,765 | $5,170-27.2% | $4,617-18.4% | $4,869-22.7% |
| Participant deferral / active EE | $7,416 | $6,343+16.9% | $5,984+23.9% | $5,287+40.3% |
| Admin fee / account holder | $70 | $9,817-99.3% | $8,357-99.2% | $10,132-99.3% |