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 8-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 | $116,983 | $117,841-0.7% | $102,423+14.2% | $145,922-19.8% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 13.31% | 31.65%-18.3pp | 29.32%-16.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $4,932 | $3,615+36.5% | $3,023+63.1% | $4,660+5.9% |
| Participant deferral / active EE | $6,234 | $5,731+8.8% | $5,053+23.4% | $6,688-6.8% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |