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 | $120,439 | $159,602-24.5% | $150,045-19.7% | $142,382-15.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 15.46% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,653 | $4,961-6.2% | $4,693-0.9% | $4,299+8.2% |
| Participant deferral / active EE | $9,018 | $8,310+8.5% | $7,997+12.8% | $6,507+38.6% |
| Admin fee / account holder | $103 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |