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 | $248,900 | $214,378+16.1% | $200,582+24.1% | $142,382+74.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 13.42% | 46.41%-33.0pp | 42.33%-28.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $7,884 | $6,841+15.2% | $6,419+22.8% | $4,299+83.4% |
| Participant deferral / active EE | $17,701 | $9,865+79.4% | $9,331+89.7% | $6,507+172.0% |
| Admin fee / account holder | $186 | $17,692-99.0% | $16,305-98.9% | $12,624-98.5% |