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 | $131,205 | $198,466-33.9% | $170,442-23.0% | $147,584-11.1% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 22.10% | 257.29%-235.2pp | 205.93%-183.8pp | 578.55%-556.4pp |
| Employer contribution / active EE | $2,731 | $6,184-55.8% | $5,433-49.7% | $4,876-44.0% |
| Participant deferral / active EE | $6,334 | $5,629+12.5% | $4,939+28.2% | $5,439+16.5% |
| Admin fee / account holder | $208 | $16,852-98.8% | $13,880-98.5% | $10,885-98.1% |