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 | $222,734 | $181,894+22.5% | $156,549+42.3% | $273,961-18.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.44% | 30.74%-25.3pp | 32.23%-26.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $6,222 | $6,248-0.4% | $5,501+13.1% | $4,869+27.8% |
| Participant deferral / active EE | $5,153 | $5,550-7.2% | $4,871+5.8% | $5,287-2.5% |
| Admin fee / account holder | $3 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |