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 | $186,266 | $165,335+12.7% | $149,696+24.4% | $158,922+17.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 13.49% | 348.15%-334.7pp | 276.60%-263.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,148 | $5,103-77.5% | $4,644-75.3% | $4,761-75.9% |
| Participant deferral / active EE | $5,897 | $7,181-17.9% | $6,842-13.8% | $5,982-1.4% |
| Admin fee / account holder | $95 | $10,807-99.1% | $9,309-99.0% | $11,246-99.2% |