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 | $148,767 | $106,515+39.7% | $96,683+53.9% | $139,434+6.7% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 20.26% | 38.43%-18.2pp | 35.69%-15.4pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,556 | $4,103-62.1% | $3,737-58.3% | $4,751-67.2% |
| Participant deferral / active EE | $8,054 | $5,454+47.7% | $4,878+65.1% | $6,710+20.0% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |