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 | $124,712 | $228,332-45.4% | $185,823-32.9% | $158,922-21.5% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 17.98% | 40.80%-22.8pp | 35.95%-18.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,441 | $4,967-71.0% | $4,087-64.7% | $4,761-69.7% |
| Participant deferral / active EE | $5,589 | $6,415-12.9% | $5,632-0.8% | $5,982-6.6% |
| Admin fee / account holder | $4 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |