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 | $94,779 | $109,413-13.4% | $156,263-39.3% | $84,808+11.8% |
| Participation rate | 82.6% | 72.7%+9.9pp | 78.9%+3.7pp | 68.3%+14.3pp |
| Annual return | 29.74% | 20.18%+9.6pp | 59.47%-29.7pp | 40.90%-11.2pp |
| Employer contribution / active EE | $1,957 | $2,907-32.7% | $4,333-54.8% | $2,631-25.6% |
| Participant deferral / active EE | $5,644 | $4,590+23.0% | $6,158-8.4% | $4,212+34.0% |
| Admin fee / account holder | $78 | $9,357-99.2% | $14,255-99.5% | $7,344-98.9% |