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 | $94,086 | $103,376-9.0% | $87,100+8.0% | $152,861-38.4% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 19.04% | 28.10%-9.1pp | 28.19%-9.2pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,719 | $3,220-46.6% | $2,521-31.8% | $4,762-63.9% |
| Participant deferral / active EE | $4,906 | $4,778+2.7% | $4,049+21.2% | $5,850-16.1% |
| Admin fee / account holder | $29 | $12,205-99.8% | $7,497-99.6% | $11,596-99.8% |