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 | $130,341 | $148,534-12.2% | $135,903-4.1% | $139,434-6.5% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 16.37% | 79.19%-62.8pp | 68.23%-51.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $3,507 | $5,243-33.1% | $4,856-27.8% | $4,751-26.2% |
| Participant deferral / active EE | $13,373 | $8,100+65.1% | $7,758+72.4% | $6,710+99.3% |
| Admin fee / account holder | $269 | $12,400-97.8% | $10,762-97.5% | $11,403-97.6% |