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 | $94,358 | $98,240-4.0% | $82,313+14.6% | $147,584-36.1% |
| Participation rate | 78.3% | 79.7%-1.5pp | 76.9%+1.4pp | 82.8%-4.6pp |
| Annual return | 13.59% | 30.85%-17.3pp | 25.88%-12.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,297 | $3,192-59.4% | $2,428-46.6% | $4,876-73.4% |
| Participant deferral / active EE | $4,224 | $4,383-3.6% | $3,706+14.0% | $5,439-22.3% |
| Admin fee / account holder | $92 | $8,563-98.9% | $5,608-98.4% | $10,885-99.2% |