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 | $117,553 | $114,381+2.8% | $107,525+9.3% | $142,382-17.4% |
| Participation rate | 76.5% | 78.1%-1.7pp | 75.1%+1.4pp | 80.1%-3.6pp |
| Annual return | 16.93% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,855 | $4,015-53.8% | $3,754-50.6% | $4,299-56.8% |
| Participant deferral / active EE | $6,443 | $5,564+15.8% | $5,116+26.0% | $6,507-1.0% |
| Admin fee / account holder | $4 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |