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 | $104,855 | $214,378-51.1% | $200,582-47.7% | $142,382-26.4% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 19.00% | 46.41%-27.4pp | 42.33%-23.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $3,088 | $6,841-54.9% | $6,419-51.9% | $4,299-28.2% |
| Participant deferral / active EE | $6,137 | $9,865-37.8% | $9,331-34.2% | $6,507-5.7% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |