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 | $125,154 | $100,754+24.2% | $86,677+44.4% | $134,475-6.9% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | 17.94% | 29.04%-11.1pp | 35.91%-18.0pp | 417.96%-400.0pp |
| Employer contribution / active EE | $12,008 | $3,489+244.1% | $2,836+323.3% | $4,740+153.3% |
| Participant deferral / active EE | $8,869 | $5,338+66.2% | $4,656+90.5% | $6,400+38.6% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |