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 | $190,346 | $78,672+141.9% | $109,143+74.4% | $85,850+121.7% |
| Participation rate | 75.0% | 68.3%+6.7pp | 75.9%-0.9pp | 69.3%+5.7pp |
| Annual return | 17.74% | 25.09%-7.3pp | 25.75%-8.0pp | 318.53%-300.8pp |
| Employer contribution / active EE | $2,706 | $2,735-1.1% | $3,722-27.3% | $2,565+5.5% |
| Participant deferral / active EE | $5,235 | $3,467+51.0% | $4,653+12.5% | $3,952+32.5% |
| Admin fee / account holder | $62 | $5,469-98.9% | $6,752-99.1% | $6,260-99.0% |