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 | $182,194 | $90,503+101.3% | $78,689+131.5% | $273,961-33.5% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 8.07% | 75.60%-67.5pp | 62.18%-54.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,133 | $3,176-64.3% | $2,851-60.2% | $4,869-76.7% |
| Participant deferral / active EE | $6,792 | $3,901+74.1% | $3,517+93.1% | $5,287+28.5% |
| Admin fee / account holder | $289 | $5,263-94.5% | $4,510-93.6% | $10,132-97.1% |