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 | $126,689 | $159,602-20.6% | $150,045-15.6% | $142,382-11.0% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 16.64% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,608 | $4,961-27.3% | $4,693-23.1% | $4,299-16.1% |
| Participant deferral / active EE | $8,683 | $8,310+4.5% | $7,997+8.6% | $6,507+33.4% |
| Admin fee / account holder | $14 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |