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 | $99,343 | $165,912-40.1% | $122,332-18.8% | $147,584-32.7% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 11.66% | 34.55%-22.9pp | 30.27%-18.6pp | 578.55%-566.9pp |
| Employer contribution / active EE | $1,936 | $5,754-66.4% | $4,050-52.2% | $4,876-60.3% |
| Participant deferral / active EE | $4,006 | $4,0050% | $3,287+21.9% | $5,439-26.4% |
| Admin fee / account holder | $39 | $7,424-99.5% | $5,478-99.3% | $10,885-99.6% |