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 | $118,280 | $238,490-50.4% | $180,183-34.4% | $142,382-16.9% |
| Participation rate | 86.4% | 82.3%+4.1pp | 77.4%+8.9pp | 80.1%+6.2pp |
| Annual return | 14.12% | 33.56%-19.4pp | 27.86%-13.7pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,359 | $6,143-29.0% | $5,039-13.5% | $4,299+1.4% |
| Participant deferral / active EE | $6,462 | $7,996-19.2% | $6,822-5.3% | $6,507-0.7% |
| Admin fee / account holder | $5 | $28,866-100.0% | $19,975-100.0% | $12,624-100.0% |