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 | $88,424 | $90,503-2.3% | $78,689+12.4% | $273,961-67.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 12.33% | 75.60%-63.3pp | 62.18%-49.8pp | 41.45%-29.1pp |
| Employer contribution / active EE | $2,098 | $3,176-33.9% | $2,851-26.4% | $4,869-56.9% |
| Participant deferral / active EE | $5,203 | $3,901+33.4% | $3,517+47.9% | $5,287-1.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |