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 | $168,632 | $105,126+60.4% | $94,646+78.2% | $139,434+20.9% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 15.66% | 38.03%-22.4pp | 156.71%-141.0pp | 372.94%-357.3pp |
| Employer contribution / active EE | $3,765 | $4,106-8.3% | $3,672+2.5% | $4,751-20.7% |
| Participant deferral / active EE | $7,022 | $7,599-7.6% | $7,418-5.3% | $6,710+4.6% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |