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 | $121,392 | $165,335-26.6% | $149,696-18.9% | $158,922-23.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 18.93% | 348.15%-329.2pp | 276.60%-257.7pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,993 | $5,103-60.9% | $4,644-57.1% | $4,761-58.1% |
| Participant deferral / active EE | $7,451 | $7,181+3.8% | $6,842+8.9% | $5,982+24.6% |
| Admin fee / account holder | $46 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |