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 | $75,936 | $135,952-44.1% | $123,892-38.7% | $273,961-72.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.61% | 56.63%-51.0pp | 47.52%-41.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,170 | $5,170-77.4% | $4,617-74.7% | $4,869-76.0% |
| Participant deferral / active EE | $2,332 | $6,343-63.2% | $5,984-61.0% | $5,287-55.9% |
| Admin fee / account holder | -$84 | $9,817-100.9% | $8,357-101.0% | $10,132-100.8% |