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 | $214,659 | $92,222+132.8% | $76,768+179.6% | $135,375+58.6% |
| Participation rate | 92.3% | 79.8%+12.5pp | 77.0%+15.3pp | 82.6%+9.7pp |
| Annual return | 14.86% | 5.46%+9.4pp | 2.43%+12.4pp | 519.73%-504.9pp |
| Employer contribution / active EE | $7,692 | $3,216+139.2% | $2,485+209.5% | $4,779+61.0% |
| Participant deferral / active EE | $1,879 | $4,509-58.3% | $3,852-51.2% | $5,609-66.5% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |