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 | $122,729 | $157,256-22.0% | $141,162-13.1% | $152,861-19.7% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 22.52% | 64.32%-41.8pp | 71.39%-48.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,129 | $5,261-59.5% | $4,735-55.0% | $4,762-55.3% |
| Participant deferral / active EE | $4,562 | $7,109-35.8% | $6,709-32.0% | $5,850-22.0% |
| Admin fee / account holder | $52 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |