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 5-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 | $68,906 | $81,248-15.2% | $155,509-55.7% | $80,856-14.8% |
| Participation rate | 97.8% | 66.2%+31.6pp | 78.2%+19.6pp | 67.6%+30.2pp |
| Annual return | 30.61% | 33.31%-2.7pp | 64.67%-34.1pp | 35.59%-5.0pp |
| Employer contribution / active EE | $6,282 | $3,100+102.6% | $4,672+34.5% | $2,755+128.1% |
| Participant deferral / active EE | $7,352 | $3,452+113.0% | $5,626+30.7% | $4,296+71.1% |
| Admin fee / account holder | $250 | $7,997-96.9% | $15,912-98.4% | $6,918-96.4% |