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 | $221,323 | $179,726+23.1% | $156,263+41.6% | $142,382+55.4% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 14.75% | 77.86%-63.1pp | 59.47%-44.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,831 | $5,069-63.9% | $4,333-57.7% | $4,299-57.4% |
| Participant deferral / active EE | $2,770 | $6,956-60.2% | $6,158-55.0% | $6,507-57.4% |
| Admin fee / account holder | $21 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |