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 | $125,778 | $152,587-17.6% | $125,175+0.5% | $152,861-17.7% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 58.90% | 54.84%+4.1pp | 43.79%+15.1pp | 345.32%-286.4pp |
| Employer contribution / active EE | $2,370 | $4,946-52.1% | $3,865-38.7% | $4,762-50.2% |
| Participant deferral / active EE | $8,311 | $5,868+41.6% | $4,937+68.3% | $5,850+42.1% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |