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 5-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 | $117,027 | $117,983-0.8% | $101,794+15.0% | $142,382-17.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 18.91% | 36.92%-18.0pp | 30.53%-11.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,072 | $2,773-25.3% | $2,289-9.5% | $4,299-51.8% |
| Participant deferral / active EE | $7,765 | $4,714+64.7% | $4,084+90.1% | $6,507+19.3% |
| Admin fee / account holder | $279 | $10,433-97.3% | $8,777-96.8% | $12,624-97.8% |