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 | $123,274 | $109,881+12.2% | $150,045-17.8% | $84,808+45.4% |
| Participation rate | 70.4% | 76.1%-5.7pp | 82.3%-12.0pp | 68.3%+2.1pp |
| Annual return | 29.96% | 28.25%+1.7pp | 62.55%-32.6pp | 40.90%-10.9pp |
| Employer contribution / active EE | $2,128 | $3,561-40.2% | $4,693-54.6% | $2,631-19.1% |
| Participant deferral / active EE | $5,243 | $6,636-21.0% | $7,997-34.4% | $4,212+24.5% |
| Admin fee / account holder | $18 | $8,568-99.8% | $13,435-99.9% | $7,344-99.8% |