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 5-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 | $166,313 | $114,381+45.4% | $107,525+54.7% | $142,382+16.8% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 20.95% | 242.71%-221.8pp | 181.32%-160.4pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,106 | $4,015-22.6% | $3,754-17.3% | $4,299-27.8% |
| Participant deferral / active EE | $11,047 | $5,564+98.5% | $5,116+115.9% | $6,507+69.8% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |