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 | $100,936 | $96,484+4.6% | $75,886+33.0% | $152,861-34.0% |
| Participation rate | 72.2% | 76.2%-4.0pp | 69.3%+2.9pp | 82.4%-10.2pp |
| Annual return | 21.60% | 33.98%-12.4pp | 30.76%-9.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,323 | $3,309-29.8% | $2,500-7.1% | $4,762-51.2% |
| Participant deferral / active EE | $5,371 | $4,553+18.0% | $3,603+49.1% | $5,850-8.2% |
| Admin fee / account holder | $156 | $8,078-98.1% | $5,418-97.1% | $11,596-98.7% |