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 | $104,889 | $127,065-17.5% | $113,168-7.3% | $142,382-26.3% |
| Participation rate | 72.7% | 79.2%-6.5pp | 76.6%-3.8pp | 80.1%-7.4pp |
| Annual return | 20.32% | 24.03%-3.7pp | 24.27%-3.9pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,357 | $3,442-60.6% | $2,975-54.4% | $4,299-68.4% |
| Participant deferral / active EE | $3,410 | $5,716-40.3% | $5,107-33.2% | $6,507-47.6% |
| Admin fee / account holder | $13 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |