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 | $134,210 | $115,770+15.9% | $101,248+32.6% | $158,922-15.5% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 19.37% | 56.14%-36.8pp | 46.47%-27.1pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,874 | $4,175-55.1% | $3,660-48.8% | $4,761-60.6% |
| Participant deferral / active EE | $7,017 | $4,957+41.5% | $4,370+60.6% | $5,982+17.3% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |