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 | $176,752 | $111,754+58.2% | $103,333+71.1% | $145,922+21.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 10.42% | 24.77%-14.3pp | 24.88%-14.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,593 | $4,212-14.7% | $3,868-7.1% | $4,660-22.9% |
| Participant deferral / active EE | $15,379 | $5,619+173.7% | $5,057+204.1% | $6,688+130.0% |
| Admin fee / account holder | $104 | $9,750-98.9% | $8,355-98.8% | $13,397-99.2% |