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 | $217,153 | $159,602+36.1% | $150,045+44.7% | $142,382+52.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 17.72% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $6,749 | $4,961+36.1% | $4,693+43.8% | $4,299+57.0% |
| Participant deferral / active EE | $13,820 | $8,310+66.3% | $7,997+72.8% | $6,507+112.4% |
| Admin fee / account holder | -$446 | $14,846-103.0% | $13,435-103.3% | $12,624-103.5% |