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 | $62,917 | $214,378-70.7% | $200,582-68.6% | $142,382-55.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 18.10% | 46.41%-28.3pp | 42.33%-24.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,041 | $6,841-70.2% | $6,419-68.2% | $4,299-52.5% |
| Participant deferral / active EE | $9,634 | $9,865-2.3% | $9,331+3.2% | $6,507+48.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |