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 | $128,605 | $111,754+15.1% | $103,333+24.5% | $145,922-11.9% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 15.63% | 24.77%-9.1pp | 24.88%-9.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,222 | $4,212-47.2% | $3,868-42.5% | $4,660-52.3% |
| Participant deferral / active EE | $2,556 | $5,619-54.5% | $5,057-49.5% | $6,688-61.8% |
| Admin fee / account holder | $289 | $9,750-97.0% | $8,355-96.5% | $13,397-97.8% |