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 | $103,173 | $74,927+37.7% | $101,794+1.4% | $84,808+21.7% |
| Participation rate | 92.3% | 61.4%+30.9pp | 69.2%+23.1pp | 68.3%+24.0pp |
| Annual return | 13.98% | 18.70%-4.7pp | 30.53%-16.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $527 | $1,522-65.4% | $2,289-77.0% | $2,631-80.0% |
| Participant deferral / active EE | $2,415 | $3,099-22.1% | $4,084-40.9% | $4,212-42.7% |
| Admin fee / account holder | $165 | $6,514-97.5% | $8,777-98.1% | $7,344-97.7% |