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 | $133,506 | $115,882+15.2% | $100,516+32.8% | $158,922-16.0% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 18.80% | 34.79%-16.0pp | 30.89%-12.1pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,667 | $4,103-35.0% | $3,418-22.0% | $4,761-44.0% |
| Participant deferral / active EE | $6,619 | $6,674-0.8% | $6,270+5.6% | $5,982+10.6% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |