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 6-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 | $149,102 | $159,602-6.6% | $150,045-0.6% | $142,382+4.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 17.56% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,156 | $4,961-16.2% | $4,693-11.4% | $4,299-3.3% |
| Participant deferral / active EE | $9,846 | $8,310+18.5% | $7,997+23.1% | $6,507+51.3% |
| Admin fee / account holder | $29 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |