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 | $139,455 | $157,256-11.3% | $141,162-1.2% | $152,861-8.8% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 22.90% | 64.32%-41.4pp | 71.39%-48.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,395 | $5,261-54.5% | $4,735-49.4% | $4,762-49.7% |
| Participant deferral / active EE | $10,232 | $7,109+43.9% | $6,709+52.5% | $5,850+74.9% |
| Admin fee / account holder | $149 | $12,120-98.8% | $10,261-98.5% | $11,596-98.7% |