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 8-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 | $218,251 | $214,378+1.8% | $200,582+8.8% | $142,382+53.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.40% | 46.41%-26.0pp | 42.33%-21.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $19,058 | $6,841+178.6% | $6,419+196.9% | $4,299+343.3% |
| Participant deferral / active EE | $18,615 | $9,865+88.7% | $9,331+99.5% | $6,507+186.1% |
| Admin fee / account holder | $13 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |