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 | $98,141 | $228,332-57.0% | $185,823-47.2% | $158,922-38.2% |
| Participation rate | 90.0% | 82.3%+7.7pp | 78.0%+12.0pp | 82.0%+8.0pp |
| Annual return | 20.30% | 40.80%-20.5pp | 35.95%-15.7pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,477 | $4,967-70.3% | $4,087-63.9% | $4,761-69.0% |
| Participant deferral / active EE | $5,794 | $6,415-9.7% | $5,632+2.9% | $5,982-3.2% |
| Admin fee / account holder | $243 | $11,864-97.9% | $9,500-97.4% | $11,246-97.8% |