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 | $245,161 | $114,381+114.3% | $107,525+128.0% | $142,382+72.2% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 13.51% | 242.71%-229.2pp | 181.32%-167.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $13,134 | $4,015+227.1% | $3,754+249.9% | $4,299+205.5% |
| Participant deferral / active EE | $7,616 | $5,564+36.9% | $5,116+48.9% | $6,507+17.0% |
| Admin fee / account holder | $245 | $9,860-97.5% | $8,919-97.3% | $12,624-98.1% |