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 8-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 | $100,892 | $80,717+25.0% | $154,803-34.8% | $84,808+19.0% |
| Participation rate | 96.0% | 66.8%+29.2pp | 78.1%+17.9pp | 68.3%+27.7pp |
| Annual return | 21.58% | 37.96%-16.4pp | 58.88%-37.3pp | 40.90%-19.3pp |
| Employer contribution / active EE | $7,559 | $2,761+173.7% | $4,305+75.6% | $2,631+187.3% |
| Participant deferral / active EE | $6,207 | $3,303+87.9% | $5,540+12.0% | $4,212+47.4% |
| Admin fee / account holder | $5 | $6,746-99.9% | $14,329-100.0% | $7,344-99.9% |