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 | $98,548 | $58,512+68.4% | $84,015+17.3% | $72,985+35.0% |
| Participation rate | 72.4% | 61.2%+11.2pp | 69.0%+3.4pp | 69.5%+2.9pp |
| Annual return | 20.01% | 28.93%-8.9pp | 71.31%-51.3pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,376 | $1,163+18.3% | $1,983-30.6% | $2,440-43.6% |
| Participant deferral / active EE | $2,751 | $2,394+14.9% | $3,239-15.1% | $3,607-23.7% |
| Admin fee / account holder | $61 | $4,569-98.7% | $6,101-99.0% | $5,124-98.8% |