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 7-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 | $61,123 | $124,281-50.8% | $109,143-44.0% | $167,490-63.5% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 12.14% | 26.04%-13.9pp | 25.75%-13.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $10,392 | $4,207+147.0% | $3,722+179.2% | $4,837+114.8% |
| Participant deferral / active EE | $7,583 | $5,255+44.3% | $4,653+63.0% | $6,341+19.6% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |