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 | $88,021 | $135,952-35.3% | $123,892-29.0% | $273,961-67.9% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 5.61% | 56.63%-51.0pp | 47.52%-41.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $9,860 | $5,170+90.7% | $4,617+113.6% | $4,869+102.5% |
| Participant deferral / active EE | $6,773 | $6,343+6.8% | $5,984+13.2% | $5,287+28.1% |
| Admin fee / account holder | $259 | $9,817-97.4% | $8,357-96.9% | $10,132-97.4% |