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 | $79,720 | $103,376-22.9% | $87,100-8.5% | $152,861-47.8% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 25.03% | 28.10%-3.1pp | 28.19%-3.2pp | 345.32%-320.3pp |
| Employer contribution / active EE | $2,190 | $3,220-32.0% | $2,521-13.2% | $4,762-54.0% |
| Participant deferral / active EE | $3,850 | $4,778-19.4% | $4,049-4.9% | $5,850-34.2% |
| Admin fee / account holder | $29 | $12,205-99.8% | $7,497-99.6% | $11,596-99.7% |