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 | $177,221 | $167,484+5.8% | $151,611+16.9% | $134,475+31.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | 3.19% | 7.80%-4.6pp | 3.33%-0.1pp | 417.96%-414.8pp |
| Employer contribution / active EE | $5,134 | $6,829-24.8% | $6,166-16.7% | $4,740+8.3% |
| Participant deferral / active EE | $12,498 | $8,986+39.1% | $8,363+49.4% | $6,400+95.3% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |