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 | $165,639 | $210,648-21.4% | $177,989-6.9% | $145,922+13.5% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 12.62% | 385.86%-373.2pp | 294.48%-281.9pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,777 | $4,565-39.2% | $3,949-29.7% | $4,660-40.4% |
| Participant deferral / active EE | $9,175 | $6,958+31.9% | $6,276+46.2% | $6,688+37.2% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |