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 | $81,705 | $85,766-4.7% | $136,294-40.1% | $70,131+16.5% |
| Participation rate | 79.4% | 74.2%+5.3pp | 81.9%-2.5pp | 69.5%+9.9pp |
| Annual return | 17.25% | 31.45%-14.2pp | 5155.94%-5138.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $2,436 | $2,966-17.9% | $4,695-48.1% | $2,342+4.0% |
| Participant deferral / active EE | $4,833 | $5,051-4.3% | $6,247-22.6% | $3,332+45.1% |
| Admin fee / account holder | $276 | $5,420-94.9% | $9,243-97.0% | $4,645-94.1% |