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 | $93,227 | $106,515-12.5% | $96,683-3.6% | $139,434-33.1% |
| Participation rate | 76.5% | 77.8%-1.4pp | 74.3%+2.1pp | 80.3%-3.8pp |
| Annual return | 18.68% | 38.43%-19.7pp | 35.69%-17.0pp | 372.94%-354.3pp |
| Employer contribution / active EE | $3,655 | $4,103-10.9% | $3,737-2.2% | $4,751-23.1% |
| Participant deferral / active EE | $5,601 | $5,454+2.7% | $4,878+14.8% | $6,710-16.5% |
| Admin fee / account holder | $3 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |