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 | $117,591 | $181,894-35.4% | $156,549-24.9% | $273,961-57.1% |
| Participation rate | 78.6% | 88.4%-9.8pp | 84.0%-5.4pp | 83.0%-4.4pp |
| Annual return | 13.74% | 30.74%-17.0pp | 32.23%-18.5pp | 41.45%-27.7pp |
| Employer contribution / active EE | $6,788 | $6,248+8.6% | $5,501+23.4% | $4,869+39.4% |
| Participant deferral / active EE | $4,060 | $5,550-26.8% | $4,871-16.7% | $5,287-23.2% |
| Admin fee / account holder | $114 | $15,559-99.3% | $13,027-99.1% | $10,132-98.9% |