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 | $73,106 | $63,355+15.4% | $91,989-20.5% | $72,985+0.2% |
| Participation rate | 80.0% | 72.5%+7.5pp | 78.6%+1.4pp | 69.5%+10.5pp |
| Annual return | 22.16% | 35.35%-13.2pp | 69.02%-46.9pp | 81.00%-58.8pp |
| Employer contribution / active EE | $2,036 | $2,116-3.8% | $3,452-41.0% | $2,440-16.6% |
| Participant deferral / active EE | $4,632 | $4,883-5.1% | $5,923-21.8% | $3,607+28.4% |
| Admin fee / account holder | $0 | $4,668-100.0% | $7,743-100.0% | $5,124-100.0% |