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 | $174,992 | $214,378-18.4% | $200,582-12.8% | $142,382+22.9% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 18.97% | 46.41%-27.4pp | 42.33%-23.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,522 | $6,841-63.1% | $6,419-60.7% | $4,299-41.3% |
| Participant deferral / active EE | $9,811 | $9,865-0.5% | $9,331+5.1% | $6,507+50.8% |
| Admin fee / account holder | $2 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |