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 | $118,172 | $133,922-11.8% | $116,228+1.7% | $142,382-17.0% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.6%+14.3pp | 80.1%+8.8pp |
| Annual return | 74.63% | 147.76%-73.1pp | 90.06%-15.4pp | 217.08%-142.4pp |
| Employer contribution / active EE | $9,210 | $3,446+167.3% | $2,994+207.6% | $4,299+114.2% |
| Participant deferral / active EE | $13,985 | $5,672+146.5% | $4,953+182.3% | $6,507+114.9% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |