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 | $140,442 | $148,534-5.4% | $135,903+3.3% | $139,434+0.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 13.76% | 79.19%-65.4pp | 68.23%-54.5pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,791 | $5,243-46.8% | $4,856-42.5% | $4,751-41.2% |
| Participant deferral / active EE | $5,679 | $8,100-29.9% | $7,758-26.8% | $6,710-15.4% |
| Admin fee / account holder | $6 | $12,400-100.0% | $10,762-99.9% | $11,403-100.0% |