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 | $162,854 | $96,557+68.7% | $80,975+101.1% | $273,961-40.6% |
| Participation rate | 87.5% | 79.1%+8.4pp | 75.8%+11.7pp | 83.0%+4.5pp |
| Annual return | 6.31% | 15.14%-8.8pp | 17.10%-10.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,949 | $4,868-60.0% | $3,714-47.5% | $4,869-60.0% |
| Participant deferral / active EE | $6,142 | $6,598-6.9% | $5,696+7.8% | $5,287+16.2% |
| Admin fee / account holder | $40 | $7,492-99.5% | $5,516-99.3% | $10,132-99.6% |