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 | $103,888 | $99,341+4.6% | $84,750+22.6% | $273,961-62.1% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 6.32% | 22.93%-16.6pp | 22.78%-16.5pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,723 | $4,214-35.4% | $3,574-23.8% | $4,869-44.1% |
| Participant deferral / active EE | $3,581 | $4,269-16.1% | $3,712-3.5% | $5,287-32.3% |
| Admin fee / account holder | $202 | $6,644-97.0% | $5,332-96.2% | $10,132-98.0% |