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 | $110,706 | $74,927+47.8% | $101,794+8.8% | $84,808+30.5% |
| Participation rate | 73.3% | 61.4%+11.9pp | 69.2%+4.1pp | 68.3%+5.0pp |
| Annual return | 21.37% | 18.70%+2.7pp | 30.53%-9.2pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,949 | $1,522+28.0% | $2,289-14.9% | $2,631-25.9% |
| Participant deferral / active EE | $4,931 | $3,099+59.1% | $4,084+20.7% | $4,212+17.1% |
| Admin fee / account holder | $32 | $6,514-99.5% | $8,777-99.6% | $7,344-99.6% |