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 5-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 | $136,081 | $214,378-36.5% | $200,582-32.2% | $142,382-4.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 24.62% | 46.41%-21.8pp | 42.33%-17.7pp | 217.08%-192.5pp |
| Employer contribution / active EE | $2,760 | $6,841-59.7% | $6,419-57.0% | $4,299-35.8% |
| Participant deferral / active EE | $16,646 | $9,865+68.7% | $9,331+78.4% | $6,507+155.8% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |