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 7-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 | $82,091 | $118,450-30.7% | $98,439-16.6% | $139,434-41.1% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 14.95% | 18.94%-4.0pp | 21.16%-6.2pp | 372.94%-358.0pp |
| Employer contribution / active EE | $5,542 | $3,609+53.5% | $3,048+81.8% | $4,751+16.7% |
| Participant deferral / active EE | $4,132 | $5,392-23.4% | $4,738-12.8% | $6,710-38.4% |
| Admin fee / account holder | $86 | $14,026-99.4% | $8,948-99.0% | $11,403-99.2% |