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 | $179,894 | $185,822-3.2% | $169,993+5.8% | $139,434+29.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 31.90% | 60.50%-28.6pp | 53.37%-21.5pp | 372.94%-341.0pp |
| Employer contribution / active EE | $7,038 | $7,590-7.3% | $6,785+3.7% | $4,751+48.1% |
| Participant deferral / active EE | $26,819 | $11,622+130.8% | $10,408+157.7% | $6,710+299.7% |
| Admin fee / account holder | $168 | $15,381-98.9% | $12,815-98.7% | $11,403-98.5% |