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 3-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 | $192,515 | $238,490-19.3% | $180,183+6.8% | $142,382+35.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 31.22% | 33.56%-2.3pp | 27.86%+3.4pp | 217.08%-185.9pp |
| Employer contribution / active EE | $46,000 | $6,143+648.9% | $5,039+812.9% | $4,299+970.0% |
| Participant deferral / active EE | $23,500 | $7,996+193.9% | $6,822+244.5% | $6,507+261.1% |
| Admin fee / account holder | $0 | $28,866-100.0% | $19,975-100.0% | $12,624-100.0% |