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 | $136,448 | $98,240+38.9% | $82,313+65.8% | $147,584-7.5% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 13.15% | 30.85%-17.7pp | 25.88%-12.7pp | 578.55%-565.4pp |
| Employer contribution / active EE | $3,558 | $3,192+11.5% | $2,428+46.5% | $4,876-27.0% |
| Participant deferral / active EE | $6,549 | $4,383+49.4% | $3,706+76.7% | $5,439+20.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |