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 | $201,562 | $177,572+13.5% | $154,803+30.2% | $142,382+41.6% |
| Participation rate | 84.2% | 82.1%+2.2pp | 78.1%+6.1pp | 80.1%+4.1pp |
| Annual return | 16.07% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $5,362 | $4,810+11.5% | $4,305+24.6% | $4,299+24.7% |
| Participant deferral / active EE | $6,708 | $6,272+7.0% | $5,540+21.1% | $6,507+3.1% |
| Admin fee / account holder | $126 | $16,786-99.3% | $14,329-99.1% | $12,624-99.0% |