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 | $223,049 | $202,432+10.2% | $169,368+31.7% | $139,434+60.0% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 10.99% | 531.74%-520.7pp | 405.60%-394.6pp | 372.94%-361.9pp |
| Employer contribution / active EE | $763 | $4,692-83.7% | $4,013-81.0% | $4,751-83.9% |
| Participant deferral / active EE | $3,200 | $6,938-53.9% | $6,221-48.6% | $6,710-52.3% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |