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 | $218,820 | $100,852+117.0% | $90,404+142.0% | $158,922+37.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 16.08% | 1724.20%-1708.1pp | 1293.02%-1276.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,116 | $3,689-69.8% | $3,262-65.8% | $4,761-76.6% |
| Participant deferral / active EE | $7,266 | $4,348+67.1% | $3,963+83.3% | $5,982+21.5% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |