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 | $94,726 | $80,673+17.4% | $101,326-6.5% | $84,808+11.7% |
| Participation rate | 90.7% | 77.8%+12.9pp | 81.5%+9.2pp | 68.3%+22.4pp |
| Annual return | 18.98% | 38.95%-20.0pp | 36.82%-17.8pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,940 | $2,698-28.1% | $3,665-47.1% | $2,631-26.3% |
| Participant deferral / active EE | $9,848 | $6,840+44.0% | $7,994+23.2% | $4,212+133.8% |
| Admin fee / account holder | $189 | $12,784-98.5% | $11,185-98.3% | $7,344-97.4% |