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 | $160,602 | $209,411-23.3% | $178,490-10.0% | $158,922+1.1% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 24.20% | 188.75%-164.6pp | 151.07%-126.9pp | 302.83%-278.6pp |
| Employer contribution / active EE | $2,891 | $5,706-49.3% | $5,011-42.3% | $4,761-39.3% |
| Participant deferral / active EE | $10,669 | $5,954+79.2% | $5,202+105.1% | $5,982+78.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |