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 | $204,796 | $238,490-14.1% | $180,183+13.7% | $142,382+43.8% |
| Participation rate | 87.5% | 82.3%+5.2pp | 77.4%+10.1pp | 80.1%+7.4pp |
| Annual return | 19.72% | 33.56%-13.8pp | 27.86%-8.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,164 | $6,143-48.5% | $5,039-37.2% | $4,299-26.4% |
| Participant deferral / active EE | $6,383 | $7,996-20.2% | $6,822-6.4% | $6,507-1.9% |
| Admin fee / account holder | $0 | $28,866-100.0% | $19,975-100.0% | $12,624-100.0% |