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 | $187,772 | $176,812+6.2% | $146,665+28.0% | $167,490+12.1% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 28.96% | 24.03%+4.9pp | 22.74%+6.2pp | 478.56%-449.6pp |
| Employer contribution / active EE | $1,884 | $5,160-63.5% | $4,136-54.5% | $4,837-61.1% |
| Participant deferral / active EE | $10,409 | $6,440+61.6% | $5,506+89.1% | $6,341+64.2% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |