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 | $174,385 | $102,616+69.9% | $81,983+112.7% | $158,922+9.7% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.2%+2.2pp | 82.0%-10.5pp |
| Annual return | 7.66% | 61.04%-53.4pp | 41.31%-33.7pp | 302.83%-295.2pp |
| Employer contribution / active EE | $2,442 | $3,240-24.6% | $2,498-2.2% | $4,761-48.7% |
| Participant deferral / active EE | $9,435 | $4,648+103.0% | $3,722+153.5% | $5,982+57.7% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |