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 | $188,046 | $102,616+83.3% | $81,983+129.4% | $158,922+18.3% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.2%+19.6pp | 82.0%+6.9pp |
| Annual return | 16.58% | 61.04%-44.5pp | 41.31%-24.7pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,049 | $3,240-36.7% | $2,498-18.0% | $4,761-57.0% |
| Participant deferral / active EE | $4,796 | $4,648+3.2% | $3,722+28.8% | $5,982-19.8% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |