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 | $123,807 | $127,065-2.6% | $113,168+9.4% | $142,382-13.0% |
| Participation rate | 87.0% | 79.2%+7.8pp | 76.6%+10.4pp | 80.1%+6.8pp |
| Annual return | 19.07% | 24.03%-5.0pp | 24.27%-5.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,797 | $3,442-47.8% | $2,975-39.6% | $4,299-58.2% |
| Participant deferral / active EE | $5,488 | $5,716-4.0% | $5,107+7.5% | $6,507-15.7% |
| Admin fee / account holder | $81 | $15,736-99.5% | $12,068-99.3% | $12,624-99.4% |