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 | $175,768 | $165,335+6.3% | $149,696+17.4% | $158,922+10.6% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 9.69% | 348.15%-338.5pp | 276.60%-266.9pp | 302.83%-293.1pp |
| Employer contribution / active EE | $4,188 | $5,103-17.9% | $4,644-9.8% | $4,761-12.0% |
| Participant deferral / active EE | $12,313 | $7,181+71.5% | $6,842+80.0% | $5,982+105.8% |
| Admin fee / account holder | $6 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |