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 | $55,075 | $81,460-32.4% | $103,333-46.7% | $80,856-31.9% |
| Participation rate | 82.8% | 66.8%+15.9pp | 74.5%+8.2pp | 67.6%+15.1pp |
| Annual return | 12.70% | 25.55%-12.8pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,202 | $3,105-29.1% | $3,868-43.1% | $2,755-20.1% |
| Participant deferral / active EE | $6,905 | $3,869+78.5% | $5,057+36.5% | $4,296+60.7% |
| Admin fee / account holder | $164 | $6,566-97.5% | $8,355-98.0% | $6,918-97.6% |