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 | $106,266 | $106,515-0.2% | $96,683+9.9% | $139,434-23.8% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 16.10% | 38.43%-22.3pp | 35.69%-19.6pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,905 | $4,103-29.2% | $3,737-22.3% | $4,751-38.9% |
| Participant deferral / active EE | $7,956 | $5,454+45.9% | $4,878+63.1% | $6,710+18.6% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |