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 | $157,874 | $77,634+103.4% | $156,549+0.8% | $62,891+151.0% |
| Participation rate | 89.7% | 71.2%+18.5pp | 84.0%+5.6pp | 69.3%+20.3pp |
| Annual return | 4.79% | 50.32%-45.5pp | 32.23%-27.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $4,064 | $3,444+18.0% | $5,501-26.1% | $2,281+78.2% |
| Participant deferral / active EE | $5,482 | $3,045+80.0% | $4,871+12.5% | $3,203+71.2% |
| Admin fee / account holder | $34 | $5,561-99.4% | $13,027-99.7% | $4,296-99.2% |