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 | $200,861 | $159,602+25.9% | $150,045+33.9% | $142,382+41.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 18.46% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,950 | $4,961-40.5% | $4,693-37.1% | $4,299-31.4% |
| Participant deferral / active EE | $11,509 | $8,310+38.5% | $7,997+43.9% | $6,507+76.9% |
| Admin fee / account holder | $107 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |