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 | $154,773 | $99,341+55.8% | $84,750+82.6% | $273,961-43.5% |
| Participation rate | 89.5% | 80.7%+8.8pp | 76.6%+12.9pp | 83.0%+6.5pp |
| Annual return | 12.38% | 22.93%-10.6pp | 22.78%-10.4pp | 41.45%-29.1pp |
| Employer contribution / active EE | $1,932 | $4,214-54.1% | $3,574-45.9% | $4,869-60.3% |
| Participant deferral / active EE | $4,112 | $4,269-3.7% | $3,712+10.8% | $5,287-22.2% |
| Admin fee / account holder | $137 | $6,644-97.9% | $5,332-97.4% | $10,132-98.6% |