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 | $114,143 | $127,386-10.4% | $115,037-0.8% | $125,391-9.0% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 10.83% | 31.28%-20.4pp | 26.14%-15.3pp | 282.22%-271.4pp |
| Employer contribution / active EE | $6,523 | $5,166+26.3% | $4,608+41.6% | $4,866+34.1% |
| Participant deferral / active EE | $6,811 | $6,423+6.0% | $6,026+13.0% | $5,352+27.3% |
| Admin fee / account holder | $15 | $9,516-99.8% | $8,175-99.8% | $9,540-99.8% |