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 8-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 | $114,429 | $148,978-23.2% | $200,582-43.0% | $84,808+34.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 21.74% | 28.16%-6.4pp | 42.33%-20.6pp | 40.90%-19.2pp |
| Employer contribution / active EE | $3,681 | $4,815-23.6% | $6,419-42.7% | $2,631+39.9% |
| Participant deferral / active EE | $10,191 | $7,142+42.7% | $9,331+9.2% | $4,212+142.0% |
| Admin fee / account holder | $32 | $13,977-99.8% | $16,305-99.8% | $7,344-99.6% |