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 | $192,763 | $201,272-4.2% | $184,203+4.6% | $145,922+32.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.22% | 29.00%-4.8pp | 28.81%-4.6pp | 561.29%-537.1pp |
| Employer contribution / active EE | $5,726 | $7,022-18.4% | $6,427-10.9% | $4,660+22.9% |
| Participant deferral / active EE | $20,250 | $9,806+106.5% | $9,131+121.8% | $6,688+202.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |