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 | $162,813 | $111,754+45.7% | $103,333+57.6% | $145,922+11.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 17.90% | 24.77%-6.9pp | 24.88%-7.0pp | 561.29%-543.4pp |
| Employer contribution / active EE | $2,306 | $4,212-45.3% | $3,868-40.4% | $4,660-50.5% |
| Participant deferral / active EE | $6,816 | $5,619+21.3% | $5,057+34.8% | $6,688+1.9% |
| Admin fee / account holder | $82 | $9,750-99.2% | $8,355-99.0% | $13,397-99.4% |