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 | $151,175 | $177,572-14.9% | $154,803-2.3% | $142,382+6.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 18.70% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,998 | $4,810-58.5% | $4,305-53.6% | $4,299-53.5% |
| Participant deferral / active EE | $1,998 | $6,272-68.1% | $5,540-63.9% | $6,507-69.3% |
| Admin fee / account holder | $123 | $16,786-99.3% | $14,329-99.1% | $12,624-99.0% |