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 | $248,763 | $179,726+38.4% | $156,263+59.2% | $142,382+74.7% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 14.22% | 77.86%-63.6pp | 59.47%-45.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,773 | $5,069-65.0% | $4,333-59.1% | $4,299-58.8% |
| Participant deferral / active EE | $3,264 | $6,956-53.1% | $6,158-47.0% | $6,507-49.8% |
| Admin fee / account holder | $73 | $17,272-99.6% | $14,255-99.5% | $12,624-99.4% |