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 | $131,917 | $117,983+11.8% | $101,794+29.6% | $142,382-7.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.23% | 36.92%-21.7pp | 30.53%-15.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,446 | $2,773-11.8% | $2,289+6.9% | $4,299-43.1% |
| Participant deferral / active EE | $2,446 | $4,714-48.1% | $4,084-40.1% | $6,507-62.4% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |