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 | $82,451 | $99,341-17.0% | $84,750-2.7% | $273,961-69.9% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 7.03% | 22.93%-15.9pp | 22.78%-15.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $5,432 | $4,214+28.9% | $3,574+52.0% | $4,869+11.6% |
| Participant deferral / active EE | $4,623 | $4,269+8.3% | $3,712+24.6% | $5,287-12.6% |
| Admin fee / account holder | $31 | $6,644-99.5% | $5,332-99.4% | $10,132-99.7% |