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 | $119,963 | $95,266+25.9% | $82,389+45.6% | $142,382-15.7% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.5%+12.3pp | 80.1%+1.7pp |
| Annual return | 13.70% | 25.74%-12.0pp | 28.67%-15.0pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,704 | $2,991-9.6% | $2,517+7.4% | $4,299-37.1% |
| Participant deferral / active EE | $5,077 | $4,809+5.6% | $4,155+22.2% | $6,507-22.0% |
| Admin fee / account holder | $49 | $8,563-99.4% | $7,231-99.3% | $12,624-99.6% |