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 | $200,977 | $127,065+58.2% | $113,168+77.6% | $142,382+41.2% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 20.89% | 24.03%-3.1pp | 24.27%-3.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $4,901 | $3,442+42.4% | $2,975+64.7% | $4,299+14.0% |
| Participant deferral / active EE | $15,760 | $5,716+175.7% | $5,107+208.6% | $6,507+142.2% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |