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 | $126,710 | $181,894-30.3% | $156,549-19.1% | $273,961-53.7% |
| Participation rate | 86.4% | 88.4%-2.0pp | 84.0%+2.4pp | 83.0%+3.3pp |
| Annual return | 6.58% | 30.74%-24.2pp | 32.23%-25.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $3,847 | $6,248-38.4% | $5,501-30.1% | $4,869-21.0% |
| Participant deferral / active EE | $6,799 | $5,550+22.5% | $4,871+39.6% | $5,287+28.6% |
| Admin fee / account holder | $101 | $15,559-99.4% | $13,027-99.2% | $10,132-99.0% |