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 | $186,492 | $105,859+76.2% | $90,160+106.8% | $147,584+26.4% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 25.42% | 37.63%-12.2pp | 34.88%-9.5pp | 578.55%-553.1pp |
| Employer contribution / active EE | $2,273 | $4,126-44.9% | $3,318-31.5% | $4,876-53.4% |
| Participant deferral / active EE | $7,088 | $5,733+23.6% | $5,288+34.0% | $5,439+30.3% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |