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 | $174,847 | $159,602+9.6% | $150,045+16.5% | $142,382+22.8% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 18.24% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,685 | $4,961-45.9% | $4,693-42.8% | $4,299-37.5% |
| Participant deferral / active EE | $4,982 | $8,310-40.1% | $7,997-37.7% | $6,507-23.4% |
| Admin fee / account holder | $15 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |