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 5-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 | $190,271 | $177,572+7.2% | $154,803+22.9% | $142,382+33.6% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.1%+10.2pp | 80.1%+8.1pp |
| Annual return | 15.23% | 65.07%-49.8pp | 58.88%-43.7pp | 217.08%-201.8pp |
| Employer contribution / active EE | $6,358 | $4,810+32.2% | $4,305+47.7% | $4,299+47.9% |
| Participant deferral / active EE | $4,758 | $6,272-24.1% | $5,540-14.1% | $6,507-26.9% |
| Admin fee / account holder | $157 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |