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 | $63,448 | $80,717-21.4% | $154,803-59.0% | $84,808-25.2% |
| Participation rate | 96.4% | 66.8%+29.6pp | 78.1%+18.4pp | 68.3%+28.1pp |
| Annual return | 44.46% | 37.96%+6.5pp | 58.88%-14.4pp | 40.90%+3.6pp |
| Employer contribution / active EE | $4,615 | $2,761+67.1% | $4,305+7.2% | $2,631+75.4% |
| Participant deferral / active EE | $5,953 | $3,303+80.2% | $5,540+7.4% | $4,212+41.4% |
| Admin fee / account holder | $290 | $6,746-95.7% | $14,329-98.0% | $7,344-96.0% |