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 | $103,521 | $117,983-12.3% | $101,794+1.7% | $142,382-27.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 14.98% | 36.92%-21.9pp | 30.53%-15.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,227 | $2,773-55.8% | $2,289-46.4% | $4,299-71.5% |
| Participant deferral / active EE | $2,080 | $4,714-55.9% | $4,084-49.1% | $6,507-68.0% |
| Admin fee / account holder | $42 | $10,433-99.6% | $8,777-99.5% | $12,624-99.7% |