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 | $139,168 | $159,602-12.8% | $150,045-7.2% | $142,382-2.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.10% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $11,127 | $4,961+124.3% | $4,693+137.1% | $4,299+158.8% |
| Participant deferral / active EE | $8,453 | $8,310+1.7% | $7,997+5.7% | $6,507+29.9% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |