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 | $206,040 | $227,553-9.5% | $189,557+8.7% | $167,490+23.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.95% | 78.40%-68.5pp | 64.17%-54.2pp | 478.56%-468.6pp |
| Employer contribution / active EE | $3,076 | $5,316-42.1% | $4,412-30.3% | $4,837-36.4% |
| Participant deferral / active EE | $17,333 | $7,002+147.5% | $6,174+180.8% | $6,341+173.3% |
| Admin fee / account holder | $62 | $11,878-99.5% | $9,807-99.4% | $12,309-99.5% |