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 | $63,081 | $181,894-65.3% | $156,549-59.7% | $273,961-77.0% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 6.74% | 30.74%-24.0pp | 32.23%-25.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,986 | $6,248-68.2% | $5,501-63.9% | $4,869-59.2% |
| Participant deferral / active EE | $6,198 | $5,550+11.7% | $4,871+27.2% | $5,287+17.2% |
| Admin fee / account holder | $300 | $15,559-98.1% | $13,027-97.7% | $10,132-97.0% |