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 | $108,506 | $108,172+0.3% | $77,482+40.0% | $158,922-31.7% |
| Participation rate | 92.9% | 64.4%+28.4pp | 54.2%+38.7pp | 82.0%+10.9pp |
| Annual return | 12.96% | 31.67%-18.7pp | 54.79%-41.8pp | 302.83%-289.9pp |
| Employer contribution / active EE | $7,545 | $1,325+469.5% | $986+664.9% | $4,761+58.5% |
| Participant deferral / active EE | $9,156 | $2,456+272.8% | $1,861+392.0% | $5,982+53.1% |
| Admin fee / account holder | $169 | $3,708-95.5% | $2,858-94.1% | $11,246-98.5% |