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 | $148,445 | $95,971+54.7% | $74,550+99.1% | $135,375+9.7% |
| Participation rate | 82.4% | 75.7%+6.7pp | 69.1%+13.2pp | 82.6%-0.3pp |
| Annual return | 7.55% | 56.96%-49.4pp | 32.53%-25.0pp | 519.73%-512.2pp |
| Employer contribution / active EE | $2,831 | $2,716+4.2% | $1,961+44.4% | $4,779-40.8% |
| Participant deferral / active EE | $7,175 | $3,843+86.7% | $3,108+130.9% | $5,609+27.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |