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 | $89,671 | $135,952-34.0% | $123,892-27.6% | $273,961-67.3% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 8.35% | 56.63%-48.3pp | 47.52%-39.2pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,116 | $5,170-59.1% | $4,617-54.2% | $4,869-56.5% |
| Participant deferral / active EE | $5,642 | $6,343-11.0% | $5,984-5.7% | $5,287+6.7% |
| Admin fee / account holder | $92 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |