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 | $189,357 | $88,707+113.5% | $74,183+155.3% | $273,961-30.9% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 5.54% | 11.94%-6.4pp | 17.74%-12.2pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,142 | $3,159-63.8% | $2,370-51.8% | $4,869-76.5% |
| Participant deferral / active EE | $1,830 | $4,212-56.5% | $3,550-48.4% | $5,287-65.4% |
| Admin fee / account holder | $21 | $8,717-99.8% | $5,586-99.6% | $10,132-99.8% |