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 | $87,374 | $99,341-12.0% | $84,750+3.1% | $273,961-68.1% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 2.92% | 22.93%-20.0pp | 22.78%-19.9pp | 41.45%-38.5pp |
| Employer contribution / active EE | $1,695 | $4,214-59.8% | $3,574-52.6% | $4,869-65.2% |
| Participant deferral / active EE | $4,429 | $4,269+3.8% | $3,712+19.3% | $5,287-16.2% |
| Admin fee / account holder | $69 | $6,644-99.0% | $5,332-98.7% | $10,132-99.3% |