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 | $100,180 | $148,978-32.8% | $200,582-50.1% | $84,808+18.1% |
| Participation rate | 80.0% | 84.2%-4.2pp | 86.9%-6.9pp | 68.3%+11.7pp |
| Annual return | 18.39% | 28.16%-9.8pp | 42.33%-23.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,980 | $4,815-17.3% | $6,419-38.0% | $2,631+51.3% |
| Participant deferral / active EE | $9,428 | $7,142+32.0% | $9,331+1.0% | $4,212+123.8% |
| Admin fee / account holder | $6 | $13,977-100.0% | $16,305-100.0% | $7,344-99.9% |