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 | $172,332 | $100,901+70.8% | $75,670+127.7% | $147,584+16.8% |
| Participation rate | 75.0% | 77.1%-2.1pp | 72.3%+2.7pp | 82.8%-7.8pp |
| Annual return | 22.12% | 35.78%-13.7pp | 27.34%-5.2pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,793 | $3,253-44.9% | $2,352-23.7% | $4,876-63.2% |
| Participant deferral / active EE | $4,274 | $4,027+6.1% | $3,142+36.0% | $5,439-21.4% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |