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 | $80,246 | $123,793-35.2% | $177,821-54.9% | $79,858+0.5% |
| Participation rate | 85.2% | 84.7%+0.5pp | 87.7%-2.5pp | 69.6%+15.6pp |
| Annual return | 13.97% | 22.82%-8.8pp | 48.32%-34.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $3,390 | $4,095-17.2% | $5,918-42.7% | $2,471+37.2% |
| Participant deferral / active EE | $9,237 | $5,956+55.1% | $7,714+19.7% | $3,740+147.0% |
| Admin fee / account holder | $134 | $7,243-98.2% | $12,427-98.9% | $5,306-97.5% |