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 | $221,182 | $177,572+24.6% | $154,803+42.9% | $142,382+55.3% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 14.07% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $7,173 | $4,810+49.1% | $4,305+66.6% | $4,299+66.9% |
| Participant deferral / active EE | $5,883 | $6,272-6.2% | $5,540+6.2% | $6,507-9.6% |
| Admin fee / account holder | $75 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |