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 5-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 | $69,312 | $106,515-34.9% | $96,683-28.3% | $139,434-50.3% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 21.23% | 38.43%-17.2pp | 35.69%-14.5pp | 372.94%-351.7pp |
| Employer contribution / active EE | $3,411 | $4,103-16.9% | $3,737-8.7% | $4,751-28.2% |
| Participant deferral / active EE | $10,240 | $5,454+87.7% | $4,878+109.9% | $6,710+52.6% |
| Admin fee / account holder | $258 | $7,877-96.7% | $6,730-96.2% | $11,403-97.7% |