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 | $167,808 | $177,572-5.5% | $154,803+8.4% | $142,382+17.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 19.75% | 65.07%-45.3pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $3,325 | $4,810-30.9% | $4,305-22.8% | $4,299-22.7% |
| Participant deferral / active EE | $8,231 | $6,272+31.2% | $5,540+48.6% | $6,507+26.5% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |