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 | $180,551 | $179,726+0.5% | $156,263+15.5% | $142,382+26.8% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 15.33% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,923 | $5,069-42.3% | $4,333-32.5% | $4,299-32.0% |
| Participant deferral / active EE | $6,516 | $6,956-6.3% | $6,158+5.8% | $6,507+0.1% |
| Admin fee / account holder | $196 | $17,272-98.9% | $14,255-98.6% | $12,624-98.4% |