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 | $126,483 | $152,587-17.1% | $125,175+1.0% | $152,861-17.3% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 22.97% | 54.84%-31.9pp | 43.79%-20.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $5,055 | $4,946+2.2% | $3,865+30.8% | $4,762+6.1% |
| Participant deferral / active EE | $5,152 | $5,868-12.2% | $4,937+4.4% | $5,850-11.9% |
| Admin fee / account holder | $36 | $13,434-99.7% | $9,702-99.6% | $11,596-99.7% |