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 | $133,745 | $98,240+36.1% | $82,313+62.5% | $147,584-9.4% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 16.70% | 30.85%-14.2pp | 25.88%-9.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,689 | $3,192-47.1% | $2,428-30.5% | $4,876-65.4% |
| Participant deferral / active EE | $6,346 | $4,383+44.8% | $3,706+71.2% | $5,439+16.7% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |