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 | $91,750 | $65,365+40.4% | $92,893-1.2% | $72,985+25.7% |
| Participation rate | 72.0% | 68.3%+3.7pp | 76.0%-4.0pp | 69.5%+2.5pp |
| Annual return | 19.57% | 42.10%-22.5pp | 109.41%-89.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $2,106 | $2,594-18.8% | $3,653-42.4% | $2,440-13.7% |
| Participant deferral / active EE | $4,423 | $3,128+41.4% | $4,236+4.4% | $3,607+22.6% |
| Admin fee / account holder | $281 | $4,251-93.4% | $5,794-95.1% | $5,124-94.5% |