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 | $249,976 | $114,381+118.5% | $107,525+132.5% | $142,382+75.6% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 14.57% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,482 | $4,015-38.2% | $3,754-33.9% | $4,299-42.3% |
| Participant deferral / active EE | $7,898 | $5,564+41.9% | $5,116+54.4% | $6,507+21.4% |
| Admin fee / account holder | $5 | $9,860-99.9% | $8,919-99.9% | $12,624-100.0% |