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 | $99,652 | $177,572-43.9% | $154,803-35.6% | $142,382-30.0% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 15.69% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,042 | $4,810-57.6% | $4,305-52.6% | $4,299-52.5% |
| Participant deferral / active EE | $6,814 | $6,272+8.6% | $5,540+23.0% | $6,507+4.7% |
| Admin fee / account holder | -$271 | $16,786-101.6% | $14,329-101.9% | $12,624-102.1% |