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 8-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 | $218,905 | $84,696+158.5% | $75,696+189.2% | $167,490+30.7% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.8%+2.9pp | 82.1%-4.3pp |
| Annual return | 22.25% | 199.36%-177.1pp | 104.53%-82.3pp | 478.56%-456.3pp |
| Employer contribution / active EE | $3,945 | $3,230+22.1% | $2,743+43.8% | $4,837-18.5% |
| Participant deferral / active EE | $10,243 | $4,580+123.7% | $3,821+168.0% | $6,341+61.5% |
| Admin fee / account holder | $19 | $5,355-99.6% | $3,619-99.5% | $12,309-99.8% |