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 9-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 | $247,257 | $177,572+39.2% | $154,803+59.7% | $142,382+73.7% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 17.59% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,074 | $4,810-36.1% | $4,305-28.6% | $4,299-28.5% |
| Participant deferral / active EE | $6,659 | $6,272+6.2% | $5,540+20.2% | $6,507+2.3% |
| Admin fee / account holder | $38 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |