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 | $134,188 | $121,625+10.3% | $104,607+28.3% | $158,922-15.6% |
| Participation rate | 83.3% | 77.5%+5.8pp | 74.1%+9.3pp | 82.0%+1.4pp |
| Annual return | 18.53% | 465.26%-446.7pp | 340.46%-321.9pp | 302.83%-284.3pp |
| Employer contribution / active EE | $1,116 | $3,163-64.7% | $2,681-58.4% | $4,761-76.6% |
| Participant deferral / active EE | $7,333 | $4,177+75.5% | $3,740+96.1% | $5,982+22.6% |
| Admin fee / account holder | $232 | $7,787-97.0% | $6,473-96.4% | $11,246-97.9% |