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 | $83,093 | $176,812-53.0% | $146,665-43.3% | $167,490-50.4% |
| Participation rate | 92.3% | 83.6%+8.7pp | 80.1%+12.2pp | 82.1%+10.2pp |
| Annual return | 18.75% | 24.03%-5.3pp | 22.74%-4.0pp | 478.56%-459.8pp |
| Employer contribution / active EE | $1,775 | $5,160-65.6% | $4,136-57.1% | $4,837-63.3% |
| Participant deferral / active EE | $5,135 | $6,440-20.3% | $5,506-6.7% | $6,341-19.0% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |