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 | $78,747 | $99,341-20.7% | $84,750-7.1% | $273,961-71.3% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 10.01% | 22.93%-12.9pp | 22.78%-12.8pp | 41.45%-31.4pp |
| Employer contribution / active EE | $5,141 | $4,214+22.0% | $3,574+43.8% | $4,869+5.6% |
| Participant deferral / active EE | $10,697 | $4,269+150.6% | $3,712+188.2% | $5,287+102.3% |
| Admin fee / account holder | $286 | $6,644-95.7% | $5,332-94.6% | $10,132-97.2% |