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 | $87,884 | $77,503+13.4% | $100,391-12.5% | $80,856+8.7% |
| Participation rate | 88.9% | 76.9%+11.9pp | 81.5%+7.4pp | 67.6%+21.3pp |
| Annual return | 18.22% | 37.20%-19.0pp | 49.20%-31.0pp | 35.59%-17.4pp |
| Employer contribution / active EE | $1,856 | $2,801-33.7% | $3,942-52.9% | $2,755-32.6% |
| Participant deferral / active EE | $3,787 | $6,820-44.5% | $8,082-53.1% | $4,296-11.9% |
| Admin fee / account holder | $256 | $5,897-95.7% | $7,899-96.8% | $6,918-96.3% |