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 | $119,474 | $109,413+9.2% | $156,263-23.5% | $84,808+40.9% |
| Participation rate | 82.4% | 72.7%+9.7pp | 78.9%+3.4pp | 68.3%+14.0pp |
| Annual return | 19.81% | 20.18%-0.4pp | 59.47%-39.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,165 | $2,907-59.9% | $4,333-73.1% | $2,631-55.7% |
| Participant deferral / active EE | $3,719 | $4,590-19.0% | $6,158-39.6% | $4,212-11.7% |
| Admin fee / account holder | $261 | $9,357-97.2% | $14,255-98.2% | $7,344-96.5% |