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 | $69,805 | $95,803-27.1% | $113,168-38.3% | $84,808-17.7% |
| Participation rate | 84.6% | 72.9%+11.8pp | 76.6%+8.1pp | 68.3%+16.3pp |
| Annual return | 16.64% | 25.00%-8.4pp | 24.27%-7.6pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,459 | $2,360-38.2% | $2,975-51.0% | $2,631-44.5% |
| Participant deferral / active EE | $4,580 | $4,242+8.0% | $5,107-10.3% | $4,212+8.7% |
| Admin fee / account holder | $218 | $8,989-97.6% | $12,068-98.2% | $7,344-97.0% |