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 | $139,335 | $83,477+66.9% | $125,175+11.3% | $72,985+90.9% |
| Participation rate | 77.8% | 73.3%+4.5pp | 79.8%-2.0pp | 69.5%+8.3pp |
| Annual return | 24.46% | 25.78%-1.3pp | 43.79%-19.3pp | 81.00%-56.5pp |
| Employer contribution / active EE | $3,310 | $2,345+41.1% | $3,865-14.4% | $2,440+35.7% |
| Participant deferral / active EE | $5,024 | $3,585+40.1% | $4,937+1.8% | $3,607+39.3% |
| Admin fee / account holder | $266 | $5,517-95.2% | $9,702-97.3% | $5,124-94.8% |