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 | $169,726 | $209,411-19.0% | $178,490-4.9% | $158,922+6.8% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 21.91% | 188.75%-166.8pp | 151.07%-129.2pp | 302.83%-280.9pp |
| Employer contribution / active EE | $13,291 | $5,706+132.9% | $5,011+165.3% | $4,761+179.2% |
| Participant deferral / active EE | $5,641 | $5,954-5.3% | $5,202+8.4% | $5,982-5.7% |
| Admin fee / account holder | $123 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |