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 4-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 | $181,191 | $177,572+2.0% | $154,803+17.0% | $142,382+27.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.16% | 65.07%-39.9pp | 58.88%-33.7pp | 217.08%-191.9pp |
| Employer contribution / active EE | $3,627 | $4,810-24.6% | $4,305-15.8% | $4,299-15.6% |
| Participant deferral / active EE | $8,400 | $6,272+33.9% | $5,540+51.6% | $6,507+29.1% |
| Admin fee / account holder | $284 | $16,786-98.3% | $14,329-98.0% | $12,624-97.8% |