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 7-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 | $120,241 | $123,793-2.9% | $177,821-32.4% | $79,858+50.6% |
| Participation rate | 86.2% | 84.7%+1.6pp | 87.7%-1.5pp | 69.6%+16.6pp |
| Annual return | 22.22% | 22.82%-0.6pp | 48.32%-26.1pp | 31.71%-9.5pp |
| Employer contribution / active EE | $2,312 | $4,095-43.5% | $5,918-60.9% | $2,471-6.4% |
| Participant deferral / active EE | $6,508 | $5,956+9.3% | $7,714-15.6% | $3,740+74.0% |
| Admin fee / account holder | $237 | $7,243-96.7% | $12,427-98.1% | $5,306-95.5% |