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 | $127,387 | $144,119-11.6% | $117,854+8.1% | $147,584-13.7% |
| Participation rate | 78.3% | 83.4%-5.2pp | 79.7%-1.4pp | 82.8%-4.6pp |
| Annual return | 18.27% | 531.15%-512.9pp | 335.08%-316.8pp | 578.55%-560.3pp |
| Employer contribution / active EE | $4,392 | $4,896-10.3% | $3,786+16.0% | $4,876-9.9% |
| Participant deferral / active EE | $10,566 | $5,316+98.8% | $4,482+135.7% | $5,439+94.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |