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 | $94,005 | $127,386-26.2% | $115,037-18.3% | $125,391-25.0% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 2.98% | 31.28%-28.3pp | 26.14%-23.2pp | 282.22%-279.2pp |
| Employer contribution / active EE | $1,368 | $5,166-73.5% | $4,608-70.3% | $4,866-71.9% |
| Participant deferral / active EE | $5,601 | $6,423-12.8% | $6,026-7.1% | $5,352+4.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |