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 | $211,968 | $115,770+83.1% | $101,248+109.4% | $158,922+33.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 19.97% | 56.14%-36.2pp | 46.47%-26.5pp | 302.83%-282.9pp |
| Employer contribution / active EE | $2,250 | $4,175-46.1% | $3,660-38.5% | $4,761-52.7% |
| Participant deferral / active EE | $9,104 | $4,957+83.6% | $4,370+108.3% | $5,982+52.2% |
| Admin fee / account holder | $195 | $7,245-97.3% | $5,945-96.7% | $11,246-98.3% |