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 | $76,921 | $101,724-24.4% | $164,813-53.3% | $80,856-4.9% |
| Participation rate | 88.5% | 71.8%+16.6pp | 78.6%+9.9pp | 67.6%+20.8pp |
| Annual return | 13.75% | 16.72%-3.0pp | 69.93%-56.2pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,298 | $2,953+11.7% | $4,341-24.0% | $2,755+19.7% |
| Participant deferral / active EE | $5,500 | $4,477+22.8% | $6,031-8.8% | $4,296+28.0% |
| Admin fee / account holder | $35 | $8,227-99.6% | $12,690-99.7% | $6,918-99.5% |