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 | $109,744 | $104,251+5.3% | $91,001+20.6% | $147,584-25.6% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 14.31% | 27.06%-12.8pp | 4.60%+9.7pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,499 | $3,116-51.9% | $2,456-39.0% | $4,876-69.3% |
| Participant deferral / active EE | $2,216 | $4,195-47.2% | $3,547-37.5% | $5,439-59.3% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |