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 | $109,542 | $96,557+13.4% | $80,975+35.3% | $273,961-60.0% |
| Participation rate | 83.3% | 79.1%+4.2pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 5.78% | 15.14%-9.4pp | 17.10%-11.3pp | 41.45%-35.7pp |
| Employer contribution / active EE | $895 | $4,868-81.6% | $3,714-75.9% | $4,869-81.6% |
| Participant deferral / active EE | $5,116 | $6,598-22.5% | $5,696-10.2% | $5,287-3.2% |
| Admin fee / account holder | $52 | $7,492-99.3% | $5,516-99.1% | $10,132-99.5% |