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 | $66,595 | $110,257-39.6% | $96,544-31.0% | $139,434-52.2% |
| Participation rate | 77.3% | 78.1%-0.8pp | 76.0%+1.3pp | 80.3%-3.0pp |
| Annual return | 24.32% | 26.32%-2.0pp | 25.84%-1.5pp | 372.94%-348.6pp |
| Employer contribution / active EE | $2,974 | $3,620-17.8% | $2,965+0.3% | $4,751-37.4% |
| Participant deferral / active EE | $6,872 | $5,548+23.9% | $4,851+41.7% | $6,710+2.4% |
| Admin fee / account holder | $190 | $11,591-98.4% | $8,252-97.7% | $11,403-98.3% |