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 | $165,059 | $181,894-9.3% | $156,549+5.4% | $273,961-39.8% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 6.56% | 30.74%-24.2pp | 32.23%-25.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $8,466 | $6,248+35.5% | $5,501+53.9% | $4,869+73.9% |
| Participant deferral / active EE | $7,027 | $5,550+26.6% | $4,871+44.3% | $5,287+32.9% |
| Admin fee / account holder | $115 | $15,559-99.3% | $13,027-99.1% | $10,132-98.9% |