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 | $176,484 | $201,272-12.3% | $184,203-4.2% | $145,922+20.9% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 15.19% | 29.00%-13.8pp | 28.81%-13.6pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,987 | $7,022-57.5% | $6,427-53.5% | $4,660-35.9% |
| Participant deferral / active EE | $9,029 | $9,806-7.9% | $9,131-1.1% | $6,688+35.0% |
| Admin fee / account holder | $118 | $16,364-99.3% | $13,901-99.2% | $13,397-99.1% |