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 | $166,377 | $135,952+22.4% | $123,892+34.3% | $273,961-39.3% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 6.58% | 56.63%-50.0pp | 47.52%-40.9pp | 41.45%-34.9pp |
| Employer contribution / active EE | $6,361 | $5,170+23.0% | $4,617+37.8% | $4,869+30.6% |
| Participant deferral / active EE | $7,081 | $6,343+11.6% | $5,984+18.3% | $5,287+33.9% |
| Admin fee / account holder | $95 | $9,817-99.0% | $8,357-98.9% | $10,132-99.1% |