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 | $198,401 | $179,726+10.4% | $156,263+27.0% | $142,382+39.3% |
| Participation rate | 76.9% | 82.1%-5.2pp | 78.9%-2.0pp | 80.1%-3.2pp |
| Annual return | 16.23% | 77.86%-61.6pp | 59.47%-43.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,220 | $5,069-75.9% | $4,333-71.8% | $4,299-71.6% |
| Participant deferral / active EE | $3,333 | $6,956-52.1% | $6,158-45.9% | $6,507-48.8% |
| Admin fee / account holder | $155 | $17,272-99.1% | $14,255-98.9% | $12,624-98.8% |