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 | $99,106 | $227,553-56.4% | $189,557-47.7% | $167,490-40.8% |
| Participation rate | 81.8% | 82.5%-0.7pp | 78.4%+3.4pp | 82.1%-0.3pp |
| Annual return | 14.43% | 78.40%-64.0pp | 64.17%-49.7pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,365 | $5,316-55.5% | $4,412-46.4% | $4,837-51.1% |
| Participant deferral / active EE | $9,045 | $7,002+29.2% | $6,174+46.5% | $6,341+42.6% |
| Admin fee / account holder | $134 | $11,878-98.9% | $9,807-98.6% | $12,309-98.9% |