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 | $62,682 | $109,881-43.0% | $150,045-58.2% | $84,808-26.1% |
| Participation rate | 96.8% | 76.1%+20.7pp | 82.3%+14.5pp | 68.3%+28.5pp |
| Annual return | 62.62% | 28.25%+34.4pp | 62.55%+0.1pp | 40.90%+21.7pp |
| Employer contribution / active EE | $2,702 | $3,561-24.1% | $4,693-42.4% | $2,631+2.7% |
| Participant deferral / active EE | $10,677 | $6,636+60.9% | $7,997+33.5% | $4,212+153.5% |
| Admin fee / account holder | $85 | $8,568-99.0% | $13,435-99.4% | $7,344-98.8% |