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 | $127,638 | $183,519-30.5% | $155,509-17.9% | $145,922-12.5% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.1pp | 80.3%+1.0pp |
| Annual return | 15.11% | 61.17%-46.1pp | 64.67%-49.6pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,967 | $5,313-63.0% | $4,672-57.9% | $4,660-57.8% |
| Participant deferral / active EE | $9,210 | $6,462+42.5% | $5,626+63.7% | $6,688+37.7% |
| Admin fee / account holder | $57 | $19,313-99.7% | $15,912-99.6% | $13,397-99.6% |