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 | $174,216 | $101,724+71.3% | $164,813+5.7% | $80,856+115.5% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.6%+12.4pp |
| Annual return | 19.90% | 16.72%+3.2pp | 69.93%-50.0pp | 35.59%-15.7pp |
| Employer contribution / active EE | $2,851 | $2,953-3.5% | $4,341-34.3% | $2,755+3.5% |
| Participant deferral / active EE | $6,720 | $4,477+50.1% | $6,031+11.4% | $4,296+56.4% |
| Admin fee / account holder | $83 | $8,227-99.0% | $12,690-99.3% | $6,918-98.8% |