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 | $147,975 | $148,534-0.4% | $135,903+8.9% | $139,434+6.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 26.48% | 79.19%-52.7pp | 68.23%-41.7pp | 372.94%-346.5pp |
| Employer contribution / active EE | $6,412 | $5,243+22.3% | $4,856+32.0% | $4,751+35.0% |
| Participant deferral / active EE | $12,563 | $8,100+55.1% | $7,758+61.9% | $6,710+87.2% |
| Admin fee / account holder | $89 | $12,400-99.3% | $10,762-99.2% | $11,403-99.2% |