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 | $106,711 | $124,319-14.2% | $111,297-4.1% | $167,490-36.3% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 12.76% | 37.44%-24.7pp | 54.65%-41.9pp | 478.56%-465.8pp |
| Employer contribution / active EE | $2,196 | $3,435-36.1% | $2,731-19.6% | $4,837-54.6% |
| Participant deferral / active EE | $3,964 | $5,180-23.5% | $4,487-11.7% | $6,341-37.5% |
| Admin fee / account holder | $18 | $10,618-99.8% | $7,964-99.8% | $12,309-99.9% |