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 | $205,080 | $74,888+173.8% | $71,209+188.0% | $142,382+44.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 17.13% | 345.14%-328.0pp | 282.51%-265.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $5,767 | $2,854+102.0% | $2,721+111.9% | $4,299+34.1% |
| Participant deferral / active EE | $9,503 | $4,454+113.3% | $4,175+127.6% | $6,507+46.0% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |