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 | $109,266 | $165,335-33.9% | $149,696-27.0% | $158,922-31.2% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 28.32% | 348.15%-319.8pp | 276.60%-248.3pp | 302.83%-274.5pp |
| Employer contribution / active EE | $2,402 | $5,103-52.9% | $4,644-48.3% | $4,761-49.6% |
| Participant deferral / active EE | $7,782 | $7,181+8.4% | $6,842+13.7% | $5,982+30.1% |
| Admin fee / account holder | $105 | $10,807-99.0% | $9,309-98.9% | $11,246-99.1% |