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 | $162,246 | $132,239+22.7% | $105,722+53.5% | $273,961-40.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 4.39% | 10.07%-5.7pp | 12.25%-7.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $6,980 | $4,867+43.4% | $4,079+71.1% | $4,869+43.4% |
| Participant deferral / active EE | $15,837 | $6,233+154.1% | $5,326+197.4% | $5,287+199.5% |
| Admin fee / account holder | $14 | $12,032-99.9% | $8,308-99.8% | $10,132-99.9% |