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 | $175,089 | $198,466-11.8% | $170,442+2.7% | $147,584+18.6% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 11.40% | 257.29%-245.9pp | 205.93%-194.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $1,704 | $6,184-72.4% | $5,433-68.6% | $4,876-65.1% |
| Participant deferral / active EE | $6,990 | $5,629+24.2% | $4,939+41.5% | $5,439+28.5% |
| Admin fee / account holder | $89 | $16,852-99.5% | $13,880-99.4% | $10,885-99.2% |