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 | $142,097 | $114,381+24.2% | $107,525+32.2% | $142,382-0.2% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 18.88% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,877 | $4,015-53.2% | $3,754-50.0% | $4,299-56.3% |
| Participant deferral / active EE | $6,467 | $5,564+16.2% | $5,116+26.4% | $6,507-0.6% |
| Admin fee / account holder | $42 | $9,860-99.6% | $8,919-99.5% | $12,624-99.7% |