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 | $83,872 | $117,983-28.9% | $101,794-17.6% | $142,382-41.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 21.98% | 36.92%-14.9pp | 30.53%-8.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,785 | $2,773-35.6% | $2,289-22.0% | $4,299-58.5% |
| Participant deferral / active EE | $3,650 | $4,714-22.6% | $4,084-10.6% | $6,507-43.9% |
| Admin fee / account holder | $33 | $10,433-99.7% | $8,777-99.6% | $12,624-99.7% |