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 | $134,839 | $124,319+8.5% | $111,297+21.2% | $167,490-19.5% |
| Participation rate | 71.4% | 79.6%-8.2pp | 77.3%-5.9pp | 82.1%-10.7pp |
| Annual return | 19.16% | 37.44%-18.3pp | 54.65%-35.5pp | 478.56%-459.4pp |
| Employer contribution / active EE | $1,671 | $3,435-51.3% | $2,731-38.8% | $4,837-65.4% |
| Participant deferral / active EE | $7,259 | $5,180+40.1% | $4,487+61.8% | $6,341+14.5% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |