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 5-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 | $85,674 | $127,065-32.6% | $113,168-24.3% | $142,382-39.8% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 21.78% | 24.03%-2.3pp | 24.27%-2.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $3,271 | $3,442-5.0% | $2,975+9.9% | $4,299-23.9% |
| Participant deferral / active EE | $15,026 | $5,716+162.9% | $5,107+194.2% | $6,507+130.9% |
| Admin fee / account holder | $23 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |