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 | $158,494 | $159,602-0.7% | $150,045+5.6% | $142,382+11.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 14.53% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,958 | $4,961-60.5% | $4,693-58.3% | $4,299-54.5% |
| Participant deferral / active EE | $14,374 | $8,310+73.0% | $7,997+79.7% | $6,507+120.9% |
| Admin fee / account holder | $111 | $14,846-99.3% | $13,435-99.2% | $12,624-99.1% |