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 | $139,794 | $159,602-12.4% | $150,045-6.8% | $142,382-1.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 18.14% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $8,175 | $4,961+64.8% | $4,693+74.2% | $4,299+90.2% |
| Participant deferral / active EE | $7,407 | $8,310-10.9% | $7,997-7.4% | $6,507+13.8% |
| Admin fee / account holder | $176 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |