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 | $100,740 | $116,175-13.3% | $93,606+7.6% | $152,861-34.1% |
| Participation rate | 73.3% | 78.0%-4.7pp | 75.8%-2.5pp | 82.4%-9.1pp |
| Annual return | 27.33% | 35.96%-8.6pp | 32.76%-5.4pp | 345.32%-318.0pp |
| Employer contribution / active EE | $2,326 | $3,218-27.7% | $2,718-14.4% | $4,762-51.2% |
| Participant deferral / active EE | $8,939 | $4,603+94.2% | $4,069+119.7% | $5,850+52.8% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |