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 | $218,875 | $148,534+47.4% | $135,903+61.1% | $139,434+57.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 16.99% | 79.19%-62.2pp | 68.23%-51.2pp | 372.94%-356.0pp |
| Employer contribution / active EE | $3,190 | $5,243-39.2% | $4,856-34.3% | $4,751-32.9% |
| Participant deferral / active EE | $13,540 | $8,100+67.2% | $7,758+74.5% | $6,710+101.8% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |