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 | $108,889 | $153,772-29.2% | $133,980-18.7% | $273,961-60.3% |
| Participation rate | 88.2% | 88.4%-0.1pp | 87.1%+1.2pp | 83.0%+5.2pp |
| Annual return | 10.66% | 36.51%-25.9pp | 29.30%-18.6pp | 41.45%-30.8pp |
| Employer contribution / active EE | $4,020 | $6,029-33.3% | $5,211-22.9% | $4,869-17.4% |
| Participant deferral / active EE | $6,667 | $6,958-4.2% | $6,282+6.1% | $5,287+26.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |