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 | $176,812 | $198,466-10.9% | $170,442+3.7% | $147,584+19.8% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 15.30% | 257.29%-242.0pp | 205.93%-190.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,265 | $6,184-63.4% | $5,433-58.3% | $4,876-53.5% |
| Participant deferral / active EE | $4,320 | $5,629-23.3% | $4,939-12.5% | $5,439-20.6% |
| Admin fee / account holder | $91 | $16,852-99.5% | $13,880-99.3% | $10,885-99.2% |