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 | $159,803 | $177,572-10.0% | $154,803+3.2% | $142,382+12.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 13.43% | 65.07%-51.6pp | 58.88%-45.5pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,966 | $4,810-59.1% | $4,305-54.3% | $4,299-54.3% |
| Participant deferral / active EE | $8,799 | $6,272+40.3% | $5,540+58.8% | $6,507+35.2% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |