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 | $102,180 | $135,952-24.8% | $123,892-17.5% | $273,961-62.7% |
| Participation rate | 91.3% | 84.1%+7.2pp | 81.4%+9.9pp | 83.0%+8.3pp |
| Annual return | 8.98% | 56.63%-47.7pp | 47.52%-38.5pp | 41.45%-32.5pp |
| Employer contribution / active EE | $5,480 | $5,170+6.0% | $4,617+18.7% | $4,869+12.5% |
| Participant deferral / active EE | $4,583 | $6,343-27.7% | $5,984-23.4% | $5,287-13.3% |
| Admin fee / account holder | $195 | $9,817-98.0% | $8,357-97.7% | $10,132-98.1% |