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 | $146,219 | $179,726-18.6% | $156,263-6.4% | $142,382+2.7% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 16.81% | 77.86%-61.0pp | 59.47%-42.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,756 | $5,069+13.5% | $4,333+32.8% | $4,299+33.9% |
| Participant deferral / active EE | $10,888 | $6,956+56.5% | $6,158+76.8% | $6,507+67.3% |
| Admin fee / account holder | $36 | $17,272-99.8% | $14,255-99.7% | $12,624-99.7% |