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 | $108,555 | $157,256-31.0% | $141,162-23.1% | $152,861-29.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 20.61% | 64.32%-43.7pp | 71.39%-50.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,975 | $5,261-62.5% | $4,735-58.3% | $4,762-58.5% |
| Participant deferral / active EE | $8,128 | $7,109+14.3% | $6,709+21.1% | $5,850+38.9% |
| Admin fee / account holder | $24 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |