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 | $103,658 | $124,319-16.6% | $111,297-6.9% | $167,490-38.1% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 14.00% | 37.44%-23.4pp | 54.65%-40.7pp | 478.56%-464.6pp |
| Employer contribution / active EE | $3,081 | $3,435-10.3% | $2,731+12.8% | $4,837-36.3% |
| Participant deferral / active EE | $6,069 | $5,180+17.2% | $4,487+35.3% | $6,341-4.3% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |