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 5-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 | $111,366 | $106,515+4.6% | $96,683+15.2% | $139,434-20.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 25.85% | 38.43%-12.6pp | 35.69%-9.8pp | 372.94%-347.1pp |
| Employer contribution / active EE | $1,137 | $4,103-72.3% | $3,737-69.6% | $4,751-76.1% |
| Participant deferral / active EE | $24,740 | $5,454+353.6% | $4,878+407.2% | $6,710+268.7% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |