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 | $121,695 | $209,411-41.9% | $178,490-31.8% | $158,922-23.4% |
| Participation rate | 82.4% | 86.3%-4.0pp | 81.9%+0.4pp | 82.0%+0.4pp |
| Annual return | 16.17% | 188.75%-172.6pp | 151.07%-134.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $3,323 | $5,706-41.8% | $5,011-33.7% | $4,761-30.2% |
| Participant deferral / active EE | $5,378 | $5,954-9.7% | $5,202+3.4% | $5,982-10.1% |
| Admin fee / account holder | $217 | $17,074-98.7% | $13,984-98.5% | $11,246-98.1% |