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 | $147,000 | $159,602-7.9% | $150,045-2.0% | $142,382+3.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 18.12% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $8,408 | $4,961+69.5% | $4,693+79.2% | $4,299+95.6% |
| Participant deferral / active EE | $13,265 | $8,310+59.6% | $7,997+65.9% | $6,507+103.8% |
| Admin fee / account holder | $74 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |