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 | $79,027 | $46,869+68.6% | $122,332-35.4% | $70,131+12.7% |
| Participation rate | 83.8% | 58.2%+25.6pp | 71.6%+12.2pp | 69.5%+14.2pp |
| Annual return | 23.49% | 24.22%-0.7pp | 30.27%-6.8pp | 73.14%-49.6pp |
| Employer contribution / active EE | $1,117 | $1,288-13.2% | $4,050-72.4% | $2,342-52.3% |
| Participant deferral / active EE | $3,216 | $2,166+48.4% | $3,287-2.2% | $3,332-3.5% |
| Admin fee / account holder | $124 | $3,322-96.3% | $5,478-97.7% | $4,645-97.3% |