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 | $154,887 | $118,450+30.8% | $98,439+57.3% | $139,434+11.1% |
| Participation rate | 77.8% | 77.4%+0.3pp | 75.2%+2.6pp | 80.3%-2.5pp |
| Annual return | 10.50% | 18.94%-8.4pp | 21.16%-10.7pp | 372.94%-362.4pp |
| Employer contribution / active EE | $2,213 | $3,609-38.7% | $3,048-27.4% | $4,751-53.4% |
| Participant deferral / active EE | $4,702 | $5,392-12.8% | $4,738-0.8% | $6,710-29.9% |
| Admin fee / account holder | $244 | $14,026-98.3% | $8,948-97.3% | $11,403-97.9% |