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 | $173,157 | $162,781+6.4% | $133,956+29.3% | $158,922+9.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 25.97% | 41.94%-16.0pp | 45.09%-19.1pp | 302.83%-276.9pp |
| Employer contribution / active EE | $5,806 | $4,975+16.7% | $3,919+48.2% | $4,761+21.9% |
| Participant deferral / active EE | $8,283 | $5,911+40.1% | $5,048+64.1% | $5,982+38.5% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |