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 | $240,531 | $177,572+35.5% | $154,803+55.4% | $142,382+68.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 17.54% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $8,783 | $4,810+82.6% | $4,305+104.0% | $4,299+104.3% |
| Participant deferral / active EE | $7,856 | $6,272+25.3% | $5,540+41.8% | $6,507+20.7% |
| Admin fee / account holder | $118 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |