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 | $132,833 | $157,256-15.5% | $141,162-5.9% | $152,861-13.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 34.23% | 64.32%-30.1pp | 71.39%-37.2pp | 345.32%-311.1pp |
| Employer contribution / active EE | $1,688 | $5,261-67.9% | $4,735-64.3% | $4,762-64.6% |
| Participant deferral / active EE | $3,968 | $7,109-44.2% | $6,709-40.9% | $5,850-32.2% |
| Admin fee / account holder | $215 | $12,120-98.2% | $10,261-97.9% | $11,596-98.1% |