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 | $188,105 | $214,378-12.3% | $200,582-6.2% | $142,382+32.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 14.08% | 46.41%-32.3pp | 42.33%-28.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $11,074 | $6,841+61.9% | $6,419+72.5% | $4,299+157.6% |
| Participant deferral / active EE | $10,812 | $9,865+9.6% | $9,331+15.9% | $6,507+66.2% |
| Admin fee / account holder | $24 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |