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 | $175,612 | $96,557+81.9% | $80,975+116.9% | $273,961-35.9% |
| Participation rate | 87.5% | 79.1%+8.4pp | 75.8%+11.7pp | 83.0%+4.5pp |
| Annual return | 5.28% | 15.14%-9.9pp | 17.10%-11.8pp | 41.45%-36.2pp |
| Employer contribution / active EE | $13,746 | $4,868+182.4% | $3,714+270.1% | $4,869+182.3% |
| Participant deferral / active EE | $9,740 | $6,598+47.6% | $5,696+71.0% | $5,287+84.2% |
| Admin fee / account holder | $53 | $7,492-99.3% | $5,516-99.0% | $10,132-99.5% |