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 | $158,493 | $112,881+40.4% | $90,951+74.3% | $158,922-0.3% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 18.40% | 215.79%-197.4pp | 134.60%-116.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,989 | $2,893-31.3% | $2,122-6.3% | $4,761-58.2% |
| Participant deferral / active EE | $4,746 | $4,128+15.0% | $3,373+40.7% | $5,982-20.7% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |