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 | $56,169 | $99,341-43.5% | $84,750-33.7% | $273,961-79.5% |
| Participation rate | 76.2% | 80.7%-4.5pp | 76.6%-0.4pp | 83.0%-6.8pp |
| Annual return | 5.52% | 22.93%-17.4pp | 22.78%-17.3pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,059 | $4,214-51.1% | $3,574-42.4% | $4,869-57.7% |
| Participant deferral / active EE | $4,197 | $4,269-1.7% | $3,712+13.1% | $5,287-20.6% |
| Admin fee / account holder | $203 | $6,644-97.0% | $5,332-96.2% | $10,132-98.0% |