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 | $99,234 | $93,346+6.3% | $71,796+38.2% | $273,961-63.8% |
| Participation rate | 84.2% | 76.5%+7.7pp | 69.1%+15.1pp | 83.0%+1.2pp |
| Annual return | 6.62% | 130.39%-123.8pp | 78.04%-71.4pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,801 | $2,733-34.1% | $1,924-6.4% | $4,869-63.0% |
| Participant deferral / active EE | $4,182 | $3,475+20.3% | $2,794+49.7% | $5,287-20.9% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |