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 | $108,746 | $214,378-49.3% | $200,582-45.8% | $142,382-23.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 16.63% | 46.41%-29.8pp | 42.33%-25.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,201 | $6,841-53.2% | $6,419-50.1% | $4,299-25.6% |
| Participant deferral / active EE | $5,250 | $9,865-46.8% | $9,331-43.7% | $6,507-19.3% |
| Admin fee / account holder | $188 | $17,692-98.9% | $16,305-98.8% | $12,624-98.5% |