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 | $148,460 | $197,591-24.9% | $177,821-16.5% | $158,922-6.6% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 12.59% | 58.76%-46.2pp | 48.32%-35.7pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,448 | $6,697-78.4% | $5,918-75.5% | $4,761-69.6% |
| Participant deferral / active EE | $8,427 | $8,405+0.3% | $7,714+9.2% | $5,982+40.9% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |