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 | $123,090 | $99,341+23.9% | $84,750+45.2% | $273,961-55.1% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 3.04% | 22.93%-19.9pp | 22.78%-19.7pp | 41.45%-38.4pp |
| Employer contribution / active EE | $2,510 | $4,214-40.4% | $3,574-29.8% | $4,869-48.4% |
| Participant deferral / active EE | $6,875 | $4,269+61.0% | $3,712+85.2% | $5,287+30.0% |
| Admin fee / account holder | $14 | $6,644-99.8% | $5,332-99.7% | $10,132-99.9% |