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 | $159,371 | $109,413+45.7% | $156,263+2.0% | $84,808+87.9% |
| Participation rate | 80.0% | 72.7%+7.3pp | 78.9%+1.1pp | 68.3%+11.7pp |
| Annual return | 13.39% | 20.18%-6.8pp | 59.47%-46.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,064 | $2,907-29.0% | $4,333-52.4% | $2,631-21.5% |
| Participant deferral / active EE | $3,940 | $4,590-14.1% | $6,158-36.0% | $4,212-6.4% |
| Admin fee / account holder | $148 | $9,357-98.4% | $14,255-99.0% | $7,344-98.0% |