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 | $176,938 | $214,378-17.5% | $200,582-11.8% | $142,382+24.3% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 24.38% | 46.41%-22.0pp | 42.33%-17.9pp | 217.08%-192.7pp |
| Employer contribution / active EE | $17,272 | $6,841+152.5% | $6,419+169.1% | $4,299+301.8% |
| Participant deferral / active EE | $12,952 | $9,865+31.3% | $9,331+38.8% | $6,507+99.0% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |