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 | $158,955 | $127,264+24.9% | $109,895+44.6% | $167,490-5.1% |
| Participation rate | 73.3% | 77.9%-4.5pp | 74.2%-0.9pp | 82.1%-8.8pp |
| Annual return | 13.90% | 22.97%-9.1pp | 29.45%-15.6pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,515 | $3,322-54.4% | $2,842-46.7% | $4,837-68.7% |
| Participant deferral / active EE | $4,838 | $4,514+7.2% | $4,048+19.5% | $6,341-23.7% |
| Admin fee / account holder | $19 | $7,114-99.7% | $6,066-99.7% | $12,309-99.8% |