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 | $85,482 | $53,777+59.0% | $134,143-36.3% | $79,858+7.0% |
| Participation rate | 73.5% | 58.8%+14.8pp | 72.2%+1.4pp | 69.6%+3.9pp |
| Annual return | 12.74% | 19.01%-6.3pp | 36.33%-23.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $694 | $1,321-47.5% | $3,704-81.3% | $2,471-71.9% |
| Participant deferral / active EE | $3,529 | $2,420+45.8% | $3,499+0.9% | $3,740-5.6% |
| Admin fee / account holder | $90 | $3,984-97.8% | $6,684-98.7% | $5,306-98.3% |