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 | $144,273 | $107,334+34.4% | $92,893+55.3% | $152,861-5.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 26.37% | 145.58%-119.2pp | 109.41%-83.0pp | 345.32%-318.9pp |
| Employer contribution / active EE | $12,160 | $4,221+188.1% | $3,653+232.9% | $4,762+155.3% |
| Participant deferral / active EE | $23,815 | $4,845+391.6% | $4,236+462.2% | $5,850+307.1% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |