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 | $181,587 | $127,264+42.7% | $109,895+65.2% | $167,490+8.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 14.63% | 22.97%-8.3pp | 29.45%-14.8pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,972 | $3,322-40.6% | $2,842-30.6% | $4,837-59.2% |
| Participant deferral / active EE | $10,178 | $4,514+125.5% | $4,048+151.4% | $6,341+60.5% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |