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 | $125,296 | $81,460+53.8% | $103,333+21.3% | $80,856+55.0% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | 13.85% | 25.55%-11.7pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,930 | $3,105-5.6% | $3,868-24.2% | $2,755+6.4% |
| Participant deferral / active EE | $5,918 | $3,869+53.0% | $5,057+17.0% | $4,296+37.8% |
| Admin fee / account holder | $27 | $6,566-99.6% | $8,355-99.7% | $6,918-99.6% |