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 8-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 | $171,652 | $165,984+3.4% | $164,813+4.1% | $145,922+17.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.18% | 100.03%-76.9pp | 69.93%-46.8pp | 561.29%-538.1pp |
| Employer contribution / active EE | $2,398 | $5,273-54.5% | $4,341-44.8% | $4,660-48.5% |
| Participant deferral / active EE | $5,080 | $6,959-27.0% | $6,031-15.8% | $6,688-24.0% |
| Admin fee / account holder | $128 | $16,648-99.2% | $12,690-99.0% | $13,397-99.0% |