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 | $121,606 | $177,572-31.5% | $154,803-21.4% | $142,382-14.6% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 14.63% | 65.07%-50.4pp | 58.88%-44.3pp | 217.08%-202.4pp |
| Employer contribution / active EE | $8,193 | $4,810+70.3% | $4,305+90.3% | $4,299+90.6% |
| Participant deferral / active EE | $4,818 | $6,272-23.2% | $5,540-13.0% | $6,507-26.0% |
| Admin fee / account holder | $189 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |