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 | $97,217 | $103,376-6.0% | $87,100+11.6% | $152,861-36.4% |
| Participation rate | 73.9% | 79.3%-5.4pp | 76.9%-3.0pp | 82.4%-8.5pp |
| Annual return | 25.64% | 28.10%-2.5pp | 28.19%-2.5pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,884 | $3,220-41.5% | $2,521-25.3% | $4,762-60.4% |
| Participant deferral / active EE | $2,794 | $4,778-41.5% | $4,049-31.0% | $5,850-52.2% |
| Admin fee / account holder | $268 | $12,205-97.8% | $7,497-96.4% | $11,596-97.7% |