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 | $160,433 | $214,378-25.2% | $200,582-20.0% | $142,382+12.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 18.67% | 46.41%-27.7pp | 42.33%-23.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,910 | $6,841-42.8% | $6,419-39.1% | $4,299-9.1% |
| Participant deferral / active EE | $13,453 | $9,865+36.4% | $9,331+44.2% | $6,507+106.7% |
| Admin fee / account holder | $256 | $17,692-98.6% | $16,305-98.4% | $12,624-98.0% |