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 | $51,756 | $214,378-75.9% | $200,582-74.2% | $142,382-63.7% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 20.59% | 46.41%-25.8pp | 42.33%-21.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,588 | $6,841-62.2% | $6,419-59.7% | $4,299-39.8% |
| Participant deferral / active EE | $8,356 | $9,865-15.3% | $9,331-10.5% | $6,507+28.4% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |