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 | $114,190 | $90,503+26.2% | $78,689+45.1% | $273,961-58.3% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 9.53% | 75.60%-66.1pp | 62.18%-52.6pp | 41.45%-31.9pp |
| Employer contribution / active EE | $2,014 | $3,176-36.6% | $2,851-29.4% | $4,869-58.6% |
| Participant deferral / active EE | $7,948 | $3,901+103.7% | $3,517+126.0% | $5,287+50.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |