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 | $110,275 | $105,859+4.2% | $90,160+22.3% | $147,584-25.3% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.4pp | 82.8%-11.4pp |
| Annual return | 16.91% | 37.63%-20.7pp | 34.88%-18.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $515 | $4,126-87.5% | $3,318-84.5% | $4,876-89.4% |
| Participant deferral / active EE | $2,577 | $5,733-55.0% | $5,288-51.3% | $5,439-52.6% |
| Admin fee / account holder | $223 | $8,046-97.2% | $5,943-96.3% | $10,885-98.0% |