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 | $174,080 | $165,335+5.3% | $149,696+16.3% | $158,922+9.5% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 22.26% | 348.15%-325.9pp | 276.60%-254.3pp | 302.83%-280.6pp |
| Employer contribution / active EE | $15,461 | $5,103+203.0% | $4,644+232.9% | $4,761+224.7% |
| Participant deferral / active EE | $10,654 | $7,181+48.4% | $6,842+55.7% | $5,982+78.1% |
| Admin fee / account holder | $4 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |