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 | $196,107 | $109,881+78.5% | $150,045+30.7% | $84,808+131.2% |
| Participation rate | 84.0% | 76.1%+7.9pp | 82.3%+1.7pp | 68.3%+15.7pp |
| Annual return | 14.61% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,832 | $3,561-20.5% | $4,693-39.7% | $2,631+7.6% |
| Participant deferral / active EE | $8,515 | $6,636+28.3% | $7,997+6.5% | $4,212+102.2% |
| Admin fee / account holder | $76 | $8,568-99.1% | $13,435-99.4% | $7,344-99.0% |