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 | $188,197 | $181,894+3.5% | $156,549+20.2% | $273,961-31.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.68% | 30.74%-25.1pp | 32.23%-26.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $6,703 | $6,248+7.3% | $5,501+21.9% | $4,869+37.7% |
| Participant deferral / active EE | $4,448 | $5,550-19.9% | $4,871-8.7% | $5,287-15.9% |
| Admin fee / account holder | $22 | $15,559-99.9% | $13,027-99.8% | $10,132-99.8% |