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 | $174,718 | $176,056-0.8% | $159,436+9.6% | $167,490+4.3% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 12.61% | 331.75%-319.1pp | 263.57%-251.0pp | 478.56%-465.9pp |
| Employer contribution / active EE | $3,517 | $5,297-33.6% | $4,829-27.2% | $4,837-27.3% |
| Participant deferral / active EE | $7,581 | $7,750-2.2% | $7,352+3.1% | $6,341+19.5% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |