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 7-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 | $120,244 | $159,602-24.7% | $150,045-19.9% | $142,382-15.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 20.26% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $16,435 | $4,961+231.3% | $4,693+250.2% | $4,299+282.3% |
| Participant deferral / active EE | $11,307 | $8,310+36.1% | $7,997+41.4% | $6,507+73.8% |
| Admin fee / account holder | $156 | $14,846-98.9% | $13,435-98.8% | $12,624-98.8% |