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 | $97,058 | $110,257-12.0% | $96,544+0.5% | $139,434-30.4% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 9.73% | 26.32%-16.6pp | 25.84%-16.1pp | 372.94%-363.2pp |
| Employer contribution / active EE | $1,294 | $3,620-64.2% | $2,965-56.3% | $4,751-72.8% |
| Participant deferral / active EE | $6,827 | $5,548+23.1% | $4,851+40.7% | $6,710+1.7% |
| Admin fee / account holder | $285 | $11,591-97.5% | $8,252-96.5% | $11,403-97.5% |