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 | $107,309 | $114,381-6.2% | $107,525-0.2% | $142,382-24.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 15.70% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,223 | $4,015-69.5% | $3,754-67.4% | $4,299-71.6% |
| Participant deferral / active EE | $1,820 | $5,564-67.3% | $5,116-64.4% | $6,507-72.0% |
| Admin fee / account holder | $12 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |