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 | $230,772 | $121,625+89.7% | $104,607+120.6% | $158,922+45.2% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 13.40% | 465.26%-451.9pp | 340.46%-327.1pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,208 | $3,163-61.8% | $2,681-54.9% | $4,761-74.6% |
| Participant deferral / active EE | $2,946 | $4,177-29.5% | $3,740-21.2% | $5,982-50.8% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |