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 | $158,377 | $159,602-0.8% | $150,045+5.6% | $142,382+11.2% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 23.58% | 70.24%-46.7pp | 62.55%-39.0pp | 217.08%-193.5pp |
| Employer contribution / active EE | $2,815 | $4,961-43.3% | $4,693-40.0% | $4,299-34.5% |
| Participant deferral / active EE | $8,637 | $8,310+3.9% | $7,997+8.0% | $6,507+32.7% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |