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 | $178,760 | $201,272-11.2% | $184,203-3.0% | $145,922+22.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.36% | 29.00%-12.6pp | 28.81%-12.5pp | 561.29%-544.9pp |
| Employer contribution / active EE | $20,000 | $7,022+184.8% | $6,427+211.2% | $4,660+329.2% |
| Participant deferral / active EE | $23,000 | $9,806+134.6% | $9,131+151.9% | $6,688+243.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |