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 | $37,754 | $215,361-82.5% | $171,082-77.9% | $273,961-86.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 76.7%+3.3pp | 83.0%-3.0pp |
| Annual return | 22.01% | 25.14%-3.1pp | 32.56%-10.5pp | 41.45%-19.4pp |
| Employer contribution / active EE | $3,213 | $4,967-35.3% | $4,002-19.7% | $4,869-34.0% |
| Participant deferral / active EE | $5,907 | $5,543+6.6% | $4,797+23.1% | $5,287+11.7% |
| Admin fee / account holder | $10 | $10,846-99.9% | $8,520-99.9% | $10,132-99.9% |