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 | $148,193 | $89,753+65.1% | $107,525+37.8% | $84,808+74.7% |
| Participation rate | 74.3% | 68.1%+6.2pp | 75.1%-0.8pp | 68.3%+6.0pp |
| Annual return | 20.11% | 29.48%-9.4pp | 181.32%-161.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,286 | $3,113-26.6% | $3,754-39.1% | $2,631-13.1% |
| Participant deferral / active EE | $9,501 | $4,056+134.2% | $5,116+85.7% | $4,212+125.6% |
| Admin fee / account holder | $217 | $7,222-97.0% | $8,919-97.6% | $7,344-97.0% |