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 | $111,719 | $81,248+37.5% | $155,509-28.2% | $80,856+38.2% |
| Participation rate | 82.1% | 66.2%+15.9pp | 78.2%+4.0pp | 67.6%+14.5pp |
| Annual return | 21.51% | 33.31%-11.8pp | 64.67%-43.2pp | 35.59%-14.1pp |
| Employer contribution / active EE | $5,011 | $3,100+61.6% | $4,672+7.2% | $2,755+81.9% |
| Participant deferral / active EE | $8,312 | $3,452+140.8% | $5,626+47.7% | $4,296+93.5% |
| Admin fee / account holder | $163 | $7,997-98.0% | $15,912-99.0% | $6,918-97.6% |