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 | $216,367 | $183,519+17.9% | $155,509+39.1% | $145,922+48.3% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 20.32% | 61.17%-40.8pp | 64.67%-44.3pp | 561.29%-541.0pp |
| Employer contribution / active EE | $3,420 | $5,313-35.6% | $4,672-26.8% | $4,660-26.6% |
| Participant deferral / active EE | $5,556 | $6,462-14.0% | $5,626-1.3% | $6,688-16.9% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |