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 | $127,433 | $228,332-44.2% | $185,823-31.4% | $158,922-19.8% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 19.90% | 40.80%-20.9pp | 35.95%-16.0pp | 302.83%-282.9pp |
| Employer contribution / active EE | $12,844 | $4,967+158.6% | $4,087+214.2% | $4,761+169.8% |
| Participant deferral / active EE | $21,677 | $6,415+237.9% | $5,632+284.9% | $5,982+262.4% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |