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 | $152,354 | $162,781-6.4% | $133,956+13.7% | $158,922-4.1% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 13.30% | 41.94%-28.6pp | 45.09%-31.8pp | 302.83%-289.5pp |
| Employer contribution / active EE | $6,170 | $4,975+24.0% | $3,919+57.5% | $4,761+29.6% |
| Participant deferral / active EE | $6,273 | $5,911+6.1% | $5,048+24.3% | $5,982+4.9% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |