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 5-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 | $152,905 | $105,126+45.4% | $94,646+61.6% | $139,434+9.7% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 17.91% | 38.03%-20.1pp | 156.71%-138.8pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,759 | $4,106-32.8% | $3,672-24.9% | $4,751-41.9% |
| Participant deferral / active EE | $13,179 | $7,599+73.4% | $7,418+77.7% | $6,710+96.4% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |