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 | $163,102 | $197,591-17.5% | $177,821-8.3% | $158,922+2.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.75% | 58.76%-39.0pp | 48.32%-28.6pp | 302.83%-283.1pp |
| Employer contribution / active EE | $7,330 | $6,697+9.4% | $5,918+23.9% | $4,761+54.0% |
| Participant deferral / active EE | $13,206 | $8,405+57.1% | $7,714+71.2% | $5,982+120.8% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |