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 | $79,277 | $84,233-5.9% | $170,442-53.5% | $70,131+13.0% |
| Participation rate | 92.6% | 70.8%+21.8pp | 83.6%+9.0pp | 69.5%+23.1pp |
| Annual return | 15.12% | 23.06%-7.9pp | 205.93%-190.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $3,872 | $3,387+14.3% | $5,433-28.7% | $2,342+65.3% |
| Participant deferral / active EE | $8,013 | $3,086+159.7% | $4,939+62.2% | $3,332+140.5% |
| Admin fee / account holder | $161 | $5,698-97.2% | $13,880-98.8% | $4,645-96.5% |