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 6-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 | $222,882 | $201,272+10.7% | $184,203+21.0% | $145,922+52.7% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 17.66% | 29.00%-11.3pp | 28.81%-11.1pp | 561.29%-543.6pp |
| Employer contribution / active EE | $11,993 | $7,022+70.8% | $6,427+86.6% | $4,660+157.4% |
| Participant deferral / active EE | $11,815 | $9,806+20.5% | $9,131+29.4% | $6,688+76.7% |
| Admin fee / account holder | $25 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |