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 | $83,487 | $110,261-24.3% | $95,745-12.8% | $139,434-40.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 18.31% | 27.11%-8.8pp | 28.35%-10.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $8,917 | $3,257+173.8% | $2,835+214.6% | $4,751+87.7% |
| Participant deferral / active EE | $5,625 | $4,676+20.3% | $4,245+32.5% | $6,710-16.2% |
| Admin fee / account holder | $141 | $6,613-97.9% | $5,678-97.5% | $11,403-98.8% |