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 | $195,573 | $179,726+8.8% | $156,263+25.2% | $142,382+37.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 17.45% | 77.86%-60.4pp | 59.47%-42.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,826 | $5,069-44.3% | $4,333-34.8% | $4,299-34.3% |
| Participant deferral / active EE | $11,114 | $6,956+59.8% | $6,158+80.5% | $6,507+70.8% |
| Admin fee / account holder | $64 | $17,272-99.6% | $14,255-99.6% | $12,624-99.5% |