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 | $144,438 | $179,726-19.6% | $156,263-7.6% | $142,382+1.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 12.32% | 77.86%-65.5pp | 59.47%-47.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,812 | $5,069-64.2% | $4,333-58.2% | $4,299-57.8% |
| Participant deferral / active EE | $4,102 | $6,956-41.0% | $6,158-33.4% | $6,507-37.0% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |