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 9-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 | $185,487 | $185,822-0.2% | $169,993+9.1% | $139,434+33.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 32.32% | 60.50%-28.2pp | 53.37%-21.1pp | 372.94%-340.6pp |
| Employer contribution / active EE | $12,383 | $7,590+63.1% | $6,785+82.5% | $4,751+160.6% |
| Participant deferral / active EE | $19,313 | $11,622+66.2% | $10,408+85.6% | $6,710+187.8% |
| Admin fee / account holder | $19 | $15,381-99.9% | $12,815-99.9% | $11,403-99.8% |