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 | $115,958 | $114,237+1.5% | $119,258-2.8% | $167,490-30.8% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.7%-2.7pp | 82.1%-2.1pp |
| Annual return | 14.44% | 29.87%-15.4pp | 30.69%-16.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,810 | $4,481-59.6% | $4,384-58.7% | $4,837-62.6% |
| Participant deferral / active EE | $2,226 | $6,084-63.4% | $6,111-63.6% | $6,341-64.9% |
| Admin fee / account holder | $5 | $8,932-99.9% | $7,226-99.9% | $12,309-100.0% |