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 | $62,719 | $95,266-34.2% | $82,389-23.9% | $142,382-56.0% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 14.12% | 25.74%-11.6pp | 28.67%-14.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,127 | $2,991+4.5% | $2,517+24.2% | $4,299-27.3% |
| Participant deferral / active EE | $4,379 | $4,809-8.9% | $4,155+5.4% | $6,507-32.7% |
| Admin fee / account holder | $217 | $8,563-97.5% | $7,231-97.0% | $12,624-98.3% |