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 | $141,381 | $124,319+13.7% | $111,297+27.0% | $167,490-15.6% |
| Participation rate | 90.0% | 79.6%+10.4pp | 77.3%+12.7pp | 82.1%+7.9pp |
| Annual return | 12.24% | 37.44%-25.2pp | 54.65%-42.4pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,569 | $3,435-54.3% | $2,731-42.6% | $4,837-67.6% |
| Participant deferral / active EE | $3,664 | $5,180-29.3% | $4,487-18.3% | $6,341-42.2% |
| Admin fee / account holder | $4 | $10,618-100.0% | $7,964-99.9% | $12,309-100.0% |