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 | $103,838 | $177,572-41.5% | $154,803-32.9% | $142,382-27.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 19.20% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,341 | $4,810-30.6% | $4,305-22.4% | $4,299-22.3% |
| Participant deferral / active EE | $8,648 | $6,272+37.9% | $5,540+56.1% | $6,507+32.9% |
| Admin fee / account holder | $219 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |