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 | $30,395 | $99,341-69.4% | $84,750-64.1% | $273,961-88.9% |
| Participation rate | 82.6% | 80.7%+1.9pp | 76.6%+6.0pp | 83.0%-0.4pp |
| Annual return | 8.98% | 22.93%-13.9pp | 22.78%-13.8pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,659 | $4,214-60.6% | $3,574-53.6% | $4,869-65.9% |
| Participant deferral / active EE | $5,519 | $4,269+29.3% | $3,712+48.7% | $5,287+4.4% |
| Admin fee / account holder | $38 | $6,644-99.4% | $5,332-99.3% | $10,132-99.6% |