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 | $56,687 | $181,894-68.8% | $156,549-63.8% | $273,961-79.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 10.16% | 30.74%-20.6pp | 32.23%-22.1pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,352 | $6,248-78.4% | $5,501-75.4% | $4,869-72.2% |
| Participant deferral / active EE | $8,152 | $5,550+46.9% | $4,871+67.4% | $5,287+54.2% |
| Admin fee / account holder | $91 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |