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 | $121,438 | $177,572-31.6% | $154,803-21.6% | $142,382-14.7% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 19.29% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $5,347 | $4,810+11.2% | $4,305+24.2% | $4,299+24.4% |
| Participant deferral / active EE | $6,453 | $6,272+2.9% | $5,540+16.5% | $6,507-0.8% |
| Admin fee / account holder | $95 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |