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 | $99,584 | $72,277+37.8% | $101,248-1.6% | $79,858+24.7% |
| Participation rate | 94.1% | 68.5%+25.7pp | 75.8%+18.3pp | 69.6%+24.5pp |
| Annual return | 17.95% | 22.30%-4.3pp | 46.47%-28.5pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,008 | $2,692-25.4% | $3,660-45.1% | $2,471-18.7% |
| Participant deferral / active EE | $3,020 | $3,282-8.0% | $4,370-30.9% | $3,740-19.2% |
| Admin fee / account holder | $32 | $4,400-99.3% | $5,945-99.5% | $5,306-99.4% |