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 | $207,783 | $159,602+30.2% | $150,045+38.5% | $142,382+45.9% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 19.71% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $6,416 | $4,961+29.3% | $4,693+36.7% | $4,299+49.2% |
| Participant deferral / active EE | $13,789 | $8,310+65.9% | $7,997+72.4% | $6,507+111.9% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |