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 | $148,826 | $159,602-6.8% | $150,045-0.8% | $142,382+4.5% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 16.71% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $4,179 | $4,961-15.7% | $4,693-10.9% | $4,299-2.8% |
| Participant deferral / active EE | $7,372 | $8,310-11.3% | $7,997-7.8% | $6,507+13.3% |
| Admin fee / account holder | $253 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |