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 | $225,269 | $90,503+148.9% | $78,689+186.3% | $273,961-17.8% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 9.82% | 75.60%-65.8pp | 62.18%-52.4pp | 41.45%-31.6pp |
| Employer contribution / active EE | $3,675 | $3,176+15.7% | $2,851+28.9% | $4,869-24.5% |
| Participant deferral / active EE | $9,940 | $3,901+154.8% | $3,517+182.6% | $5,287+88.0% |
| Admin fee / account holder | $27 | $5,263-99.5% | $4,510-99.4% | $10,132-99.7% |