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 | $135,345 | $152,587-11.3% | $125,175+8.1% | $152,861-11.5% |
| Participation rate | 92.3% | 83.3%+9.0pp | 79.8%+12.5pp | 82.4%+9.9pp |
| Annual return | 27.04% | 54.84%-27.8pp | 43.79%-16.8pp | 345.32%-318.3pp |
| Employer contribution / active EE | $3,487 | $4,946-29.5% | $3,865-9.8% | $4,762-26.8% |
| Participant deferral / active EE | $10,567 | $5,868+80.1% | $4,937+114.0% | $5,850+80.6% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |