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 | $96,729 | $109,881-12.0% | $150,045-35.5% | $84,808+14.1% |
| Participation rate | 93.1% | 76.1%+17.0pp | 82.3%+10.8pp | 68.3%+24.8pp |
| Annual return | 14.51% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,316 | $3,561-35.0% | $4,693-50.6% | $2,631-12.0% |
| Participant deferral / active EE | $6,824 | $6,636+2.8% | $7,997-14.7% | $4,212+62.0% |
| Admin fee / account holder | $213 | $8,568-97.5% | $13,435-98.4% | $7,344-97.1% |