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 | $199,707 | $148,534+34.5% | $135,903+46.9% | $139,434+43.2% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 19.17% | 79.19%-60.0pp | 68.23%-49.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $4,597 | $5,243-12.3% | $4,856-5.3% | $4,751-3.2% |
| Participant deferral / active EE | $10,140 | $8,100+25.2% | $7,758+30.7% | $6,710+51.1% |
| Admin fee / account holder | $283 | $12,400-97.7% | $10,762-97.4% | $11,403-97.5% |