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 7-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 | $114,531 | $70,475+62.5% | $100,516+13.9% | $79,858+43.4% |
| Participation rate | 88.9% | 73.7%+15.2pp | 79.4%+9.5pp | 69.6%+19.3pp |
| Annual return | 14.92% | 21.90%-7.0pp | 30.89%-16.0pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,481 | $2,165-31.6% | $3,418-56.7% | $2,471-40.0% |
| Participant deferral / active EE | $5,873 | $5,181+13.3% | $6,270-6.3% | $3,740+57.0% |
| Admin fee / account holder | $166 | $4,478-96.3% | $8,081-97.9% | $5,306-96.9% |