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 | $231,920 | $103,376+124.3% | $87,100+166.3% | $152,861+51.7% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 24.25% | 28.10%-3.8pp | 28.19%-3.9pp | 345.32%-321.1pp |
| Employer contribution / active EE | $4,331 | $3,220+34.5% | $2,521+71.8% | $4,762-9.1% |
| Participant deferral / active EE | $7,937 | $4,778+66.1% | $4,049+96.1% | $5,850+35.7% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |