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 7-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 | $110,759 | $117,983-6.1% | $101,794+8.8% | $142,382-22.2% |
| Participation rate | 78.9% | 74.2%+4.7pp | 69.2%+9.8pp | 80.1%-1.2pp |
| Annual return | 19.58% | 36.92%-17.3pp | 30.53%-10.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,913 | $2,773-31.0% | $2,289-16.4% | $4,299-55.5% |
| Participant deferral / active EE | $5,682 | $4,714+20.5% | $4,084+39.1% | $6,507-12.7% |
| Admin fee / account holder | $124 | $10,433-98.8% | $8,777-98.6% | $12,624-99.0% |