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 | $102,820 | $148,534-30.8% | $135,903-24.3% | $139,434-26.3% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 18.36% | 79.19%-60.8pp | 68.23%-49.9pp | 372.94%-354.6pp |
| Employer contribution / active EE | $5,093 | $5,243-2.9% | $4,856+4.9% | $4,751+7.2% |
| Participant deferral / active EE | $8,904 | $8,100+9.9% | $7,758+14.8% | $6,710+32.7% |
| Admin fee / account holder | $214 | $12,400-98.3% | $10,762-98.0% | $11,403-98.1% |