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 | $133,805 | $78,422+70.6% | $95,952+39.5% | $79,858+67.6% |
| Participation rate | 76.2% | 73.5%+2.7pp | 77.1%-0.9pp | 69.6%+6.6pp |
| Annual return | 20.04% | 19.37%+0.7pp | 91.61%-71.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,989 | $1,945+2.3% | $2,541-21.7% | $2,471-19.5% |
| Participant deferral / active EE | $6,082 | $3,440+76.8% | $4,167+46.0% | $3,740+62.6% |
| Admin fee / account holder | $252 | $5,622-95.5% | $6,795-96.3% | $5,306-95.2% |