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 | $112,778 | $124,281-9.3% | $109,143+3.3% | $167,490-32.7% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 13.42% | 26.04%-12.6pp | 25.75%-12.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,923 | $4,207-54.3% | $3,722-48.3% | $4,837-60.2% |
| Participant deferral / active EE | $4,835 | $5,255-8.0% | $4,653+3.9% | $6,341-23.7% |
| Admin fee / account holder | $13 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |