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 | $236,891 | $99,341+138.5% | $84,750+179.5% | $273,961-13.5% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 9.72% | 22.93%-13.2pp | 22.78%-13.1pp | 41.45%-31.7pp |
| Employer contribution / active EE | $2,984 | $4,214-29.2% | $3,574-16.5% | $4,869-38.7% |
| Participant deferral / active EE | $4,651 | $4,269+8.9% | $3,712+25.3% | $5,287-12.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |