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 | $100,278 | $148,534-32.5% | $135,903-26.2% | $139,434-28.1% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 17.75% | 79.19%-61.4pp | 68.23%-50.5pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,756 | $5,243-47.4% | $4,856-43.3% | $4,751-42.0% |
| Participant deferral / active EE | $6,670 | $8,100-17.7% | $7,758-14.0% | $6,710-0.6% |
| Admin fee / account holder | $161 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |