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 | $91,802 | $87,013+5.5% | $106,213-13.6% | $80,856+13.5% |
| Participation rate | 73.3% | 70.4%+2.9pp | 75.3%-1.9pp | 67.6%+5.7pp |
| Annual return | 15.29% | 17.05%-1.8pp | 116.14%-100.9pp | 35.59%-20.3pp |
| Employer contribution / active EE | $900 | $2,395-62.4% | $3,171-71.6% | $2,755-67.3% |
| Participant deferral / active EE | $3,938 | $3,986-1.2% | $5,016-21.5% | $4,296-8.3% |
| Admin fee / account holder | $238 | $8,431-97.2% | $11,033-97.8% | $6,918-96.6% |