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 | $172,161 | $165,335+4.1% | $149,696+15.0% | $158,922+8.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 26.93% | 348.15%-321.2pp | 276.60%-249.7pp | 302.83%-275.9pp |
| Employer contribution / active EE | $1,988 | $5,103-61.0% | $4,644-57.2% | $4,761-58.2% |
| Participant deferral / active EE | $13,735 | $7,181+91.3% | $6,842+100.8% | $5,982+129.6% |
| Admin fee / account holder | $12 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |