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 | $90,228 | $63,764+41.5% | $81,930+10.1% | $79,858+13.0% |
| Participation rate | 90.6% | 67.5%+23.1pp | 72.0%+18.6pp | 69.6%+21.0pp |
| Annual return | 23.14% | 22.66%+0.5pp | 29.49%-6.4pp | 31.71%-8.6pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,141 | $2,780+120.9% | $7,107-13.6% | $3,740+64.2% |
| Admin fee / account holder | $25 | $4,426-99.4% | $5,158-99.5% | $5,306-99.5% |