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 | $236,793 | $78,422+201.9% | $95,952+146.8% | $79,858+196.5% |
| Participation rate | 96.2% | 73.5%+22.7pp | 77.1%+19.1pp | 69.6%+26.5pp |
| Annual return | 14.13% | 19.37%-5.2pp | 91.61%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,580 | $1,945+32.6% | $2,541+1.5% | $2,471+4.4% |
| Participant deferral / active EE | $5,576 | $3,440+62.1% | $4,167+33.8% | $3,740+49.1% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |