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 | $161,456 | $93,571+72.5% | $135,903+18.8% | $75,163+114.8% |
| Participation rate | 73.3% | 75.2%-1.8pp | 81.9%-8.6pp | 67.2%+6.1pp |
| Annual return | 17.11% | 30.90%-13.8pp | 68.23%-51.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $3,922 | $3,537+10.9% | $4,856-19.2% | $2,670+46.9% |
| Participant deferral / active EE | $10,664 | $6,404+66.5% | $7,758+37.5% | $4,125+158.5% |
| Admin fee / account holder | $13 | $6,975-99.8% | $10,762-99.9% | $5,651-99.8% |