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 | $126,602 | $132,239-4.3% | $105,722+19.7% | $273,961-53.8% |
| Participation rate | 90.5% | 83.2%+7.3pp | 78.9%+11.6pp | 83.0%+7.5pp |
| Annual return | 7.09% | 10.07%-3.0pp | 12.25%-5.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,567 | $4,867-67.8% | $4,079-61.6% | $4,869-67.8% |
| Participant deferral / active EE | $3,265 | $6,233-47.6% | $5,326-38.7% | $5,287-38.3% |
| Admin fee / account holder | $167 | $12,032-98.6% | $8,308-98.0% | $10,132-98.3% |