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 | $74,057 | $81,460-9.1% | $103,333-28.3% | $80,856-8.4% |
| Participation rate | 80.8% | 66.8%+13.9pp | 74.5%+6.3pp | 67.6%+13.1pp |
| Annual return | 16.68% | 25.55%-8.9pp | 24.88%-8.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,723 | $3,105-44.5% | $3,868-55.4% | $2,755-37.4% |
| Participant deferral / active EE | $3,495 | $3,869-9.7% | $5,057-30.9% | $4,296-18.6% |
| Admin fee / account holder | $252 | $6,566-96.2% | $8,355-97.0% | $6,918-96.4% |