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 | $149,321 | $209,411-28.7% | $178,490-16.3% | $158,922-6.0% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 14.16% | 188.75%-174.6pp | 151.07%-136.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,660 | $5,706-70.9% | $5,011-66.9% | $4,761-65.1% |
| Participant deferral / active EE | $6,873 | $5,954+15.4% | $5,202+32.1% | $5,982+14.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |