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 | $148,029 | $177,572-16.6% | $154,803-4.4% | $142,382+4.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 20.70% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $10,745 | $4,810+123.4% | $4,305+149.6% | $4,299+149.9% |
| Participant deferral / active EE | $12,303 | $6,272+96.2% | $5,540+122.1% | $6,507+89.1% |
| Admin fee / account holder | $177 | $16,786-98.9% | $14,329-98.8% | $12,624-98.6% |