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 | $89,355 | $109,413-18.3% | $156,263-42.8% | $84,808+5.4% |
| Participation rate | 96.7% | 72.7%+24.0pp | 78.9%+17.8pp | 68.3%+28.4pp |
| Annual return | 19.55% | 20.18%-0.6pp | 59.47%-39.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $3,583 | $2,907+23.3% | $4,333-17.3% | $2,631+36.2% |
| Participant deferral / active EE | $5,657 | $4,590+23.3% | $6,158-8.1% | $4,212+34.3% |
| Admin fee / account holder | $59 | $9,357-99.4% | $14,255-99.6% | $7,344-99.2% |