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 | $102,156 | $93,346+9.4% | $71,796+42.3% | $273,961-62.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 1.75% | 130.39%-128.6pp | 78.04%-76.3pp | 41.45%-39.7pp |
| Employer contribution / active EE | $11,943 | $2,733+337.0% | $1,924+520.6% | $4,869+145.3% |
| Participant deferral / active EE | $4,755 | $3,475+36.8% | $2,794+70.1% | $5,287-10.1% |
| Admin fee / account holder | $274 | $6,571-95.8% | $4,815-94.3% | $10,132-97.3% |