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 5-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 | $120,517 | $117,983+2.1% | $101,794+18.4% | $142,382-15.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 12.25% | 36.92%-24.7pp | 30.53%-18.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $7,519 | $2,773+171.2% | $2,289+228.5% | $4,299+74.9% |
| Participant deferral / active EE | $6,461 | $4,714+37.1% | $4,084+58.2% | $6,507-0.7% |
| Admin fee / account holder | $117 | $10,433-98.9% | $8,777-98.7% | $12,624-99.1% |