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 | $160,806 | $162,781-1.2% | $133,956+20.0% | $158,922+1.2% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 15.65% | 41.94%-26.3pp | 45.09%-29.4pp | 302.83%-287.2pp |
| Employer contribution / active EE | $3,516 | $4,975-29.3% | $3,919-10.3% | $4,761-26.2% |
| Participant deferral / active EE | $6,211 | $5,911+5.1% | $5,048+23.1% | $5,982+3.8% |
| Admin fee / account holder | $268 | $11,736-97.7% | $8,927-97.0% | $11,246-97.6% |