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 | $153,019 | $149,679+2.2% | $117,039+30.7% | $147,584+3.7% |
| Participation rate | 88.9% | 83.5%+5.4pp | 77.2%+11.7pp | 82.8%+6.1pp |
| Annual return | 12.42% | 19.31%-6.9pp | 18.95%-6.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,744 | $4,937-64.7% | $3,785-53.9% | $4,876-64.2% |
| Participant deferral / active EE | $6,745 | $4,912+37.3% | $3,929+71.6% | $5,439+24.0% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |