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 | $180,326 | $106,515+69.3% | $96,683+86.5% | $139,434+29.3% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 18.63% | 38.43%-19.8pp | 35.69%-17.1pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,132 | $4,103-48.0% | $3,737-42.9% | $4,751-55.1% |
| Participant deferral / active EE | $8,704 | $5,454+59.6% | $4,878+78.4% | $6,710+29.7% |
| Admin fee / account holder | $47 | $7,877-99.4% | $6,730-99.3% | $11,403-99.6% |