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 7-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 | $63,527 | $176,812-64.1% | $146,665-56.7% | $167,490-62.1% |
| Participation rate | 91.7% | 83.6%+8.1pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 14.12% | 24.03%-9.9pp | 22.74%-8.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $2,971 | $5,160-42.4% | $4,136-28.2% | $4,837-38.6% |
| Participant deferral / active EE | $9,832 | $6,440+52.7% | $5,506+78.6% | $6,341+55.0% |
| Admin fee / account holder | $94 | $13,259-99.3% | $10,280-99.1% | $12,309-99.2% |