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 | $140,298 | $108,172+29.7% | $77,482+81.1% | $158,922-11.7% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 25.53% | 31.67%-6.1pp | 54.79%-29.3pp | 302.83%-277.3pp |
| Employer contribution / active EE | $2,853 | $1,325+115.3% | $986+189.2% | $4,761-40.1% |
| Participant deferral / active EE | $15,058 | $2,456+513.0% | $1,861+709.0% | $5,982+151.7% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |