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 | $243,881 | $127,386+91.5% | $115,037+112.0% | $125,391+94.5% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -0.01% | 31.28%-31.3pp | 26.14%-26.2pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,882 | $5,166-44.2% | $4,608-37.5% | $4,866-40.8% |
| Participant deferral / active EE | $11,934 | $6,423+85.8% | $6,026+98.0% | $5,352+123.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |