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 | $189,342 | $185,822+1.9% | $169,993+11.4% | $139,434+35.8% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 21.42% | 60.50%-39.1pp | 53.37%-32.0pp | 372.94%-351.5pp |
| Employer contribution / active EE | $6,469 | $7,590-14.8% | $6,785-4.7% | $4,751+36.2% |
| Participant deferral / active EE | $17,250 | $11,622+48.4% | $10,408+65.7% | $6,710+157.1% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |