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 | $94,358 | $177,572-46.9% | $154,803-39.0% | $142,382-33.7% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 17.33% | 65.07%-47.7pp | 58.88%-41.6pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,189 | $4,810-54.5% | $4,305-49.2% | $4,299-49.1% |
| Participant deferral / active EE | $6,363 | $6,272+1.5% | $5,540+14.8% | $6,507-2.2% |
| Admin fee / account holder | $36 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |