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 | $112,214 | $162,781-31.1% | $133,956-16.2% | $158,922-29.4% |
| Participation rate | 94.1% | 83.2%+10.9pp | 79.8%+14.3pp | 82.0%+12.2pp |
| Annual return | 14.95% | 41.94%-27.0pp | 45.09%-30.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,969 | $4,975-60.4% | $3,919-49.8% | $4,761-58.6% |
| Participant deferral / active EE | $5,739 | $5,911-2.9% | $5,048+13.7% | $5,982-4.1% |
| Admin fee / account holder | $6 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |