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 7-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 | $89,572 | $201,272-55.5% | $184,203-51.4% | $145,922-38.6% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 29.33% | 29.00%+0.3pp | 28.81%+0.5pp | 561.29%-532.0pp |
| Employer contribution / active EE | $5,182 | $7,022-26.2% | $6,427-19.4% | $4,660+11.2% |
| Participant deferral / active EE | $11,105 | $9,806+13.2% | $9,131+21.6% | $6,688+66.0% |
| Admin fee / account holder | $279 | $16,364-98.3% | $13,901-98.0% | $13,397-97.9% |