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 | $117,353 | $159,602-26.5% | $150,045-21.8% | $142,382-17.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 18.52% | 70.24%-51.7pp | 62.55%-44.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $8,601 | $4,961+73.4% | $4,693+83.3% | $4,299+100.1% |
| Participant deferral / active EE | $11,264 | $8,310+35.5% | $7,997+40.9% | $6,507+73.1% |
| Admin fee / account holder | $96 | $14,846-99.4% | $13,435-99.3% | $12,624-99.2% |