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 | $104,367 | $165,335-36.9% | $149,696-30.3% | $158,922-34.3% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 23.70% | 348.15%-324.4pp | 276.60%-252.9pp | 302.83%-279.1pp |
| Employer contribution / active EE | $1,228 | $5,103-75.9% | $4,644-73.6% | $4,761-74.2% |
| Participant deferral / active EE | $6,665 | $7,181-7.2% | $6,842-2.6% | $5,982+11.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |