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 | $237,082 | $99,652+137.9% | $78,778+201.0% | $147,584+60.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 20.15% | 47.28%-27.1pp | 35.62%-15.5pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,735 | $2,796-2.2% | $1,986+37.7% | $4,876-43.9% |
| Participant deferral / active EE | $12,050 | $3,664+228.9% | $2,958+307.3% | $5,439+121.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |