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 10-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 | $137,254 | $150,187-8.6% | $120,354+14.0% | $145,922-5.9% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 27.45% | 154.07%-126.6pp | 107.15%-79.7pp | 561.29%-533.8pp |
| Employer contribution / active EE | $5,251 | $4,348+20.8% | $3,463+51.6% | $4,660+12.7% |
| Participant deferral / active EE | $8,380 | $6,173+35.8% | $4,991+67.9% | $6,688+25.3% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |