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 | $159,715 | $232,540-31.3% | $185,117-13.7% | $147,584+8.2% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 23.56% | 43.03%-19.5pp | 40.50%-16.9pp | 578.55%-555.0pp |
| Employer contribution / active EE | $1,681 | $5,195-67.7% | $4,182-59.8% | $4,876-65.5% |
| Participant deferral / active EE | $6,753 | $5,834+15.8% | $5,045+33.9% | $5,439+24.2% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |