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 5-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 | $187,350 | $172,478+8.6% | $145,661+28.6% | $142,382+31.6% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.2%-2.2pp | 80.1%-5.1pp |
| Annual return | 70.83% | 151.09%-80.3pp | 101.46%-30.6pp | 217.08%-146.2pp |
| Employer contribution / active EE | $11,051 | $4,899+125.6% | $4,238+160.8% | $4,299+157.0% |
| Participant deferral / active EE | $28,188 | $8,348+237.6% | $7,198+291.6% | $6,507+333.2% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |