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 | $125,564 | $162,781-22.9% | $133,956-6.3% | $158,922-21.0% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 15.96% | 41.94%-26.0pp | 45.09%-29.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,680 | $4,975-66.2% | $3,919-57.1% | $4,761-64.7% |
| Participant deferral / active EE | $3,670 | $5,911-37.9% | $5,048-27.3% | $5,982-38.6% |
| Admin fee / account holder | $11 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |