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 | $149,330 | $177,572-15.9% | $154,803-3.5% | $142,382+4.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 15.63% | 65.07%-49.4pp | 58.88%-43.3pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,099 | $4,810-35.6% | $4,305-28.0% | $4,299-27.9% |
| Participant deferral / active EE | $6,285 | $6,272+0.2% | $5,540+13.4% | $6,507-3.4% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |