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 | $168,168 | $153,772+9.4% | $133,980+25.5% | $273,961-38.6% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 4.11% | 36.51%-32.4pp | 29.30%-25.2pp | 41.45%-37.3pp |
| Employer contribution / active EE | $2,296 | $6,029-61.9% | $5,211-55.9% | $4,869-52.8% |
| Participant deferral / active EE | $4,401 | $6,958-36.7% | $6,282-29.9% | $5,287-16.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |