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 9-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 | $176,635 | $165,335+6.8% | $149,696+18.0% | $158,922+11.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 18.12% | 348.15%-330.0pp | 276.60%-258.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $3,795 | $5,103-25.6% | $4,644-18.3% | $4,761-20.3% |
| Participant deferral / active EE | $8,945 | $7,181+24.6% | $6,842+30.7% | $5,982+49.5% |
| Admin fee / account holder | $73 | $10,807-99.3% | $9,309-99.2% | $11,246-99.4% |