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 | $193,078 | $127,065+52.0% | $113,168+70.6% | $142,382+35.6% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 12.07% | 24.03%-12.0pp | 24.27%-12.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,603 | $3,442-24.4% | $2,975-12.5% | $4,299-39.5% |
| Participant deferral / active EE | $4,045 | $5,716-29.2% | $5,107-20.8% | $6,507-37.8% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |