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 3-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 | $111,982 | $159,602-29.8% | $150,045-25.4% | $142,382-21.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 19.70% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $8,883 | $4,961+79.1% | $4,693+89.3% | $4,299+106.6% |
| Participant deferral / active EE | $14,548 | $8,310+75.1% | $7,997+81.9% | $6,507+123.6% |
| Admin fee / account holder | $11 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |