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 | $106,554 | $106,5150% | $96,683+10.2% | $139,434-23.6% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 39.01% | 38.43%+0.6pp | 35.69%+3.3pp | 372.94%-333.9pp |
| Employer contribution / active EE | $2,020 | $4,103-50.8% | $3,737-46.0% | $4,751-57.5% |
| Participant deferral / active EE | $3,884 | $5,454-28.8% | $4,878-20.4% | $6,710-42.1% |
| Admin fee / account holder | $17 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |