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 | $133,970 | $177,572-24.6% | $154,803-13.5% | $142,382-5.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 13.08% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,593 | $4,810-46.1% | $4,305-39.8% | $4,299-39.7% |
| Participant deferral / active EE | $3,117 | $6,272-50.3% | $5,540-43.7% | $6,507-52.1% |
| Admin fee / account holder | $15 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |