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 | $160,917 | $127,065+26.6% | $113,168+42.2% | $142,382+13.0% |
| Participation rate | 79.2% | 79.2%0pp | 76.6%+2.6pp | 80.1%-1.0pp |
| Annual return | 10.80% | 24.03%-13.2pp | 24.27%-13.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $3,651 | $3,442+6.1% | $2,975+22.7% | $4,299-15.1% |
| Participant deferral / active EE | $5,262 | $5,716-7.9% | $5,107+3.0% | $6,507-19.1% |
| Admin fee / account holder | $63 | $15,736-99.6% | $12,068-99.5% | $12,624-99.5% |