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 | $104,893 | $105,630-0.7% | $87,507+19.9% | $273,961-61.7% |
| Participation rate | 76.2% | 78.2%-2.0pp | 73.8%+2.4pp | 83.0%-6.8pp |
| Annual return | 5.59% | 12.25%-6.7pp | 12.21%-6.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $376 | $3,141-88.0% | $2,550-85.3% | $4,869-92.3% |
| Participant deferral / active EE | $2,552 | $3,601-29.1% | $3,149-19.0% | $5,287-51.7% |
| Admin fee / account holder | $6 | $4,781-99.9% | $4,221-99.9% | $10,132-99.9% |