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 | $136,385 | $175,202-22.2% | $149,673-8.9% | $139,434-2.2% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 18.91% | 166.71%-147.8pp | 134.42%-115.5pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,956 | $5,474-46.0% | $4,818-38.6% | $4,751-37.8% |
| Participant deferral / active EE | $6,963 | $6,519+6.8% | $5,680+22.6% | $6,710+3.8% |
| Admin fee / account holder | $85 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |