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 | $172,983 | $81,460+112.4% | $103,333+67.4% | $80,856+113.9% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 17.02% | 25.55%-8.5pp | 24.88%-7.9pp | 35.59%-18.6pp |
| Employer contribution / active EE | $2,824 | $3,105-9.1% | $3,868-27.0% | $2,755+2.5% |
| Participant deferral / active EE | $6,204 | $3,869+60.4% | $5,057+22.7% | $4,296+44.4% |
| Admin fee / account holder | $154 | $6,566-97.7% | $8,355-98.2% | $6,918-97.8% |