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 | $138,546 | $95,803+44.6% | $113,168+22.4% | $84,808+63.4% |
| Participation rate | 90.3% | 72.9%+17.5pp | 76.6%+13.8pp | 68.3%+22.0pp |
| Annual return | 14.07% | 25.00%-10.9pp | 24.27%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,634 | $2,360+11.6% | $2,975-11.5% | $2,631+0.1% |
| Participant deferral / active EE | $4,339 | $4,242+2.3% | $5,107-15.0% | $4,212+3.0% |
| Admin fee / account holder | $73 | $8,989-99.2% | $12,068-99.4% | $7,344-99.0% |