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 8-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 | $117,892 | $115,882+1.7% | $100,516+17.3% | $158,922-25.8% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 26.63% | 34.79%-8.2pp | 30.89%-4.3pp | 302.83%-276.2pp |
| Employer contribution / active EE | $8,172 | $4,103+99.2% | $3,418+139.1% | $4,761+71.6% |
| Participant deferral / active EE | $15,241 | $6,674+128.3% | $6,270+143.1% | $5,982+154.8% |
| Admin fee / account holder | $20 | $10,995-99.8% | $8,081-99.8% | $11,246-99.8% |