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 6-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 | $116,680 | $99,918+16.8% | $81,382+43.4% | $145,922-20.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 11.13% | 34.32%-23.2pp | 24.73%-13.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,916 | $2,978-35.7% | $2,463-22.2% | $4,660-58.9% |
| Participant deferral / active EE | $6,241 | $4,605+35.5% | $3,883+60.7% | $6,688-6.7% |
| Admin fee / account holder | $148 | $8,212-98.2% | $5,768-97.4% | $13,397-98.9% |