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 6-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 | $112,180 | $127,264-11.9% | $109,895+2.1% | $167,490-33.0% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.2%-2.8pp | 82.1%-10.7pp |
| Annual return | 16.53% | 22.97%-6.4pp | 29.45%-12.9pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,698 | $3,322-48.9% | $2,842-40.3% | $4,837-64.9% |
| Participant deferral / active EE | $7,457 | $4,514+65.2% | $4,048+84.2% | $6,341+17.6% |
| Admin fee / account holder | $142 | $7,114-98.0% | $6,066-97.7% | $12,309-98.8% |