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 | $113,525 | $181,894-37.6% | $156,549-27.5% | $273,961-58.6% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 13.27% | 30.74%-17.5pp | 32.23%-19.0pp | 41.45%-28.2pp |
| Employer contribution / active EE | $9,807 | $6,248+57.0% | $5,501+78.3% | $4,869+101.4% |
| Participant deferral / active EE | $5,650 | $5,550+1.8% | $4,871+16.0% | $5,287+6.9% |
| Admin fee / account holder | $19 | $15,559-99.9% | $13,027-99.9% | $10,132-99.8% |