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 | $161,899 | $185,822-12.9% | $169,993-4.8% | $139,434+16.1% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 11.21% | 60.50%-49.3pp | 53.37%-42.2pp | 372.94%-361.7pp |
| Employer contribution / active EE | $4,845 | $7,590-36.2% | $6,785-28.6% | $4,751+2.0% |
| Participant deferral / active EE | $8,377 | $11,622-27.9% | $10,408-19.5% | $6,710+24.8% |
| Admin fee / account holder | $12 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |