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 | $145,588 | $183,519-20.7% | $155,509-6.4% | $145,922-0.2% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 10.76% | 61.17%-50.4pp | 64.67%-53.9pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,425 | $5,313-73.2% | $4,672-69.5% | $4,660-69.4% |
| Participant deferral / active EE | $2,121 | $6,462-67.2% | $5,626-62.3% | $6,688-68.3% |
| Admin fee / account holder | $157 | $19,313-99.2% | $15,912-99.0% | $13,397-98.8% |