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 | $154,845 | $228,332-32.2% | $185,823-16.7% | $158,922-2.6% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 18.13% | 40.80%-22.7pp | 35.95%-17.8pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,890 | $4,967-61.9% | $4,087-53.8% | $4,761-60.3% |
| Participant deferral / active EE | $11,564 | $6,415+80.3% | $5,632+105.3% | $5,982+93.3% |
| Admin fee / account holder | $19 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |