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 | $160,708 | $181,894-11.6% | $156,549+2.7% | $273,961-41.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.19% | 30.74%-17.5pp | 32.23%-19.0pp | 41.45%-28.3pp |
| Employer contribution / active EE | $8,159 | $6,248+30.6% | $5,501+48.3% | $4,869+67.6% |
| Participant deferral / active EE | $7,398 | $5,550+33.3% | $4,871+51.9% | $5,287+39.9% |
| Admin fee / account holder | $111 | $15,559-99.3% | $13,027-99.1% | $10,132-98.9% |