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 | $161,800 | $181,894-11.0% | $156,549+3.4% | $273,961-40.9% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 9.63% | 30.74%-21.1pp | 32.23%-22.6pp | 41.45%-31.8pp |
| Employer contribution / active EE | $4,086 | $6,248-34.6% | $5,501-25.7% | $4,869-16.1% |
| Participant deferral / active EE | $5,358 | $5,550-3.5% | $4,871+10.0% | $5,287+1.3% |
| Admin fee / account holder | $47 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |