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 | $89,496 | $103,376-13.4% | $87,100+2.7% | $152,861-41.5% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 21.77% | 28.10%-6.3pp | 28.19%-6.4pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,293 | $3,220-28.8% | $2,521-9.1% | $4,762-51.9% |
| Participant deferral / active EE | $2,751 | $4,778-42.4% | $4,049-32.1% | $5,850-53.0% |
| Admin fee / account holder | $29 | $12,205-99.8% | $7,497-99.6% | $11,596-99.7% |