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 | $219,774 | $65,395+236.1% | $182,532+20.4% | $72,985+201.1% |
| Participation rate | 70.0% | 65.4%+4.6pp | 78.0%-8.0pp | 69.5%+0.5pp |
| Annual return | 24.95% | 27.68%-2.7pp | 148.54%-123.6pp | 81.00%-56.1pp |
| Employer contribution / active EE | $3,171 | $1,911+65.9% | $4,076-22.2% | $2,440+30.0% |
| Participant deferral / active EE | $8,282 | $3,563+132.5% | $5,524+49.9% | $3,607+129.6% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,592-100.0% | $5,124-100.0% |