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 | $214,070 | $217,402-1.5% | $185,823+15.2% | $167,490+27.8% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 10.99% | 148.36%-137.4pp | 122.05%-111.1pp | 478.56%-467.6pp |
| Employer contribution / active EE | $5,537 | $5,873-5.7% | $5,167+7.2% | $4,837+14.5% |
| Participant deferral / active EE | $5,942 | $6,356-6.5% | $5,568+6.7% | $6,341-6.3% |
| Admin fee / account holder | $12 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |