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 | $123,731 | $165,335-25.2% | $149,696-17.3% | $158,922-22.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 32.00% | 348.15%-316.1pp | 276.60%-244.6pp | 302.83%-270.8pp |
| Employer contribution / active EE | $3,678 | $5,103-27.9% | $4,644-20.8% | $4,761-22.8% |
| Participant deferral / active EE | $7,709 | $7,181+7.3% | $6,842+12.7% | $5,982+28.9% |
| Admin fee / account holder | $12 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |