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 9-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 | $96,901 | $96,557+0.4% | $80,975+19.7% | $273,961-64.6% |
| Participation rate | 95.2% | 79.1%+16.2pp | 75.8%+19.4pp | 83.0%+12.2pp |
| Annual return | 7.07% | 15.14%-8.1pp | 17.10%-10.0pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,458 | $4,868-70.0% | $3,714-60.7% | $4,869-70.0% |
| Participant deferral / active EE | $3,949 | $6,598-40.1% | $5,696-30.7% | $5,287-25.3% |
| Admin fee / account holder | $8 | $7,492-99.9% | $5,516-99.9% | $10,132-99.9% |