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 | $189,185 | $165,984+14.0% | $164,813+14.8% | $145,922+29.6% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.5pp |
| Annual return | 13.02% | 100.03%-87.0pp | 69.93%-56.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $3,034 | $5,273-42.5% | $4,341-30.1% | $4,660-34.9% |
| Participant deferral / active EE | $13,879 | $6,959+99.4% | $6,031+130.1% | $6,688+107.5% |
| Admin fee / account holder | $83 | $16,648-99.5% | $12,690-99.3% | $13,397-99.4% |