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 | $121,999 | $109,881+11.0% | $150,045-18.7% | $84,808+43.9% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 15.41% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,456 | $3,561-59.1% | $4,693-69.0% | $2,631-44.7% |
| Participant deferral / active EE | $2,780 | $6,636-58.1% | $7,997-65.2% | $4,212-34.0% |
| Admin fee / account holder | $217 | $8,568-97.5% | $13,435-98.4% | $7,344-97.0% |