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 10-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 | $188,369 | $185,822+1.4% | $169,993+10.8% | $139,434+35.1% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 31.59% | 60.50%-28.9pp | 53.37%-21.8pp | 372.94%-341.3pp |
| Employer contribution / active EE | $5,726 | $7,590-24.6% | $6,785-15.6% | $4,751+20.5% |
| Participant deferral / active EE | $11,395 | $11,622-1.9% | $10,408+9.5% | $6,710+69.8% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |