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 | $100,381 | $90,503+10.9% | $78,689+27.6% | $273,961-63.4% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 6.74% | 75.60%-68.9pp | 62.18%-55.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $970 | $3,176-69.5% | $2,851-66.0% | $4,869-80.1% |
| Participant deferral / active EE | $4,530 | $3,901+16.1% | $3,517+28.8% | $5,287-14.3% |
| Admin fee / account holder | $283 | $5,263-94.6% | $4,510-93.7% | $10,132-97.2% |