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 | $93,592 | $177,572-47.3% | $154,803-39.5% | $142,382-34.3% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 18.55% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,360 | $4,810-50.9% | $4,305-45.2% | $4,299-45.1% |
| Participant deferral / active EE | $4,621 | $6,272-26.3% | $5,540-16.6% | $6,507-29.0% |
| Admin fee / account holder | $255 | $16,786-98.5% | $14,329-98.2% | $12,624-98.0% |