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 | $116,125 | $97,744+18.8% | $103,476+12.2% | $145,922-20.4% |
| Participation rate | 85.7% | 81.1%+4.6pp | 80.5%+5.2pp | 80.3%+5.4pp |
| Annual return | 13.87% | 25.41%-11.5pp | 23.90%-10.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,753 | $4,677-41.1% | $4,672-41.1% | $4,660-40.9% |
| Participant deferral / active EE | $2,753 | $6,603-58.3% | $6,623-58.4% | $6,688-58.8% |
| Admin fee / account holder | $138 | $12,515-98.9% | $9,413-98.5% | $13,397-99.0% |