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 4-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 | $104,508 | $148,978-29.9% | $200,582-47.9% | $84,808+23.2% |
| Participation rate | 92.6% | 84.2%+8.4pp | 86.9%+5.7pp | 68.3%+24.3pp |
| Annual return | 18.60% | 28.16%-9.6pp | 42.33%-23.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $3,369 | $4,815-30.0% | $6,419-47.5% | $2,631+28.1% |
| Participant deferral / active EE | $9,840 | $7,142+37.8% | $9,331+5.5% | $4,212+133.6% |
| Admin fee / account holder | $0 | $13,977-100.0% | $16,305-100.0% | $7,344-100.0% |