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 | $116,567 | $89,753+29.9% | $107,525+8.4% | $84,808+37.4% |
| Participation rate | 78.1% | 68.1%+10.1pp | 75.1%+3.1pp | 68.3%+9.8pp |
| Annual return | 19.16% | 29.48%-10.3pp | 181.32%-162.2pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,422 | $3,113-22.2% | $3,754-35.5% | $2,631-7.9% |
| Participant deferral / active EE | $5,603 | $4,056+38.1% | $5,116+9.5% | $4,212+33.0% |
| Admin fee / account holder | $155 | $7,222-97.8% | $8,919-98.3% | $7,344-97.9% |