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 | $207,164 | $177,572+16.7% | $154,803+33.8% | $142,382+45.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 11.39% | 65.07%-53.7pp | 58.88%-47.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,011 | $4,810-58.2% | $4,305-53.3% | $4,299-53.2% |
| Participant deferral / active EE | $6,206 | $6,272-1.0% | $5,540+12.0% | $6,507-4.6% |
| Admin fee / account holder | $196 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |