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 | $128,915 | $177,572-27.4% | $154,803-16.7% | $142,382-9.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 17.45% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $10,129 | $4,810+110.6% | $4,305+135.3% | $4,299+135.6% |
| Participant deferral / active EE | $6,531 | $6,272+4.1% | $5,540+17.9% | $6,507+0.4% |
| Admin fee / account holder | $178 | $16,786-98.9% | $14,329-98.8% | $12,624-98.6% |