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 | $142,127 | $211,958-32.9% | $169,463-16.1% | $135,375+5.0% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | 7.70% | 3.26%+4.4pp | 1.83%+5.9pp | 519.73%-512.0pp |
| Employer contribution / active EE | $3,053 | $5,120-40.4% | $4,159-26.6% | $4,779-36.1% |
| Participant deferral / active EE | $5,404 | $6,075-11.0% | $5,277+2.4% | $5,609-3.7% |
| Admin fee / account holder | $251 | $11,471-97.8% | $9,109-97.2% | $10,827-97.7% |