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 | $121,212 | $149,734-19.0% | $118,925+1.9% | $158,922-23.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 8.01% | 19.95%-11.9pp | 35.88%-27.9pp | 302.83%-294.8pp |
| Employer contribution / active EE | $5,828 | $4,115+41.6% | $3,263+78.6% | $4,761+22.4% |
| Participant deferral / active EE | $9,444 | $5,223+80.8% | $4,265+121.4% | $5,982+57.9% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |