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 | $92,141 | $106,584-13.6% | $101,326-9.1% | $142,382-35.3% |
| Participation rate | 78.3% | 82.7%-4.4pp | 81.5%-3.2pp | 80.1%-1.9pp |
| Annual return | 19.92% | 36.93%-17.0pp | 36.82%-16.9pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,293 | $3,956-42.0% | $3,665-37.4% | $4,299-46.7% |
| Participant deferral / active EE | $8,515 | $8,297+2.6% | $7,994+6.5% | $6,507+30.9% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |