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 | $128,338 | $201,272-36.2% | $184,203-30.3% | $145,922-12.0% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 12.53% | 29.00%-16.5pp | 28.81%-16.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,642 | $7,022-48.1% | $6,427-43.3% | $4,660-21.8% |
| Participant deferral / active EE | $4,325 | $9,806-55.9% | $9,131-52.6% | $6,688-35.3% |
| Admin fee / account holder | $89 | $16,364-99.5% | $13,901-99.4% | $13,397-99.3% |