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 | $115,894 | $115,770+0.1% | $101,248+14.5% | $158,922-27.1% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | 18.08% | 56.14%-38.1pp | 46.47%-28.4pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,693 | $4,175-35.5% | $3,660-26.4% | $4,761-43.4% |
| Participant deferral / active EE | $5,252 | $4,957+5.9% | $4,370+20.2% | $5,982-12.2% |
| Admin fee / account holder | $278 | $7,245-96.2% | $5,945-95.3% | $11,246-97.5% |