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 | $126,005 | $157,256-19.9% | $141,162-10.7% | $152,861-17.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 16.61% | 64.32%-47.7pp | 71.39%-54.8pp | 345.32%-328.7pp |
| Employer contribution / active EE | $2,763 | $5,261-47.5% | $4,735-41.7% | $4,762-42.0% |
| Participant deferral / active EE | $4,955 | $7,109-30.3% | $6,709-26.1% | $5,850-15.3% |
| Admin fee / account holder | $201 | $12,120-98.3% | $10,261-98.0% | $11,596-98.3% |