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 | $120,859 | $127,264-5.0% | $109,895+10.0% | $167,490-27.8% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.2%+17.1pp | 82.1%+9.2pp |
| Annual return | 16.76% | 22.97%-6.2pp | 29.45%-12.7pp | 478.56%-461.8pp |
| Employer contribution / active EE | $2,103 | $3,322-36.7% | $2,842-26.0% | $4,837-56.5% |
| Participant deferral / active EE | $3,666 | $4,514-18.8% | $4,048-9.4% | $6,341-42.2% |
| Admin fee / account holder | $1 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |