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 6-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 | $216,309 | $228,332-5.3% | $185,823+16.4% | $158,922+36.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 5.37% | 40.80%-35.4pp | 35.95%-30.6pp | 302.83%-297.5pp |
| Employer contribution / active EE | $865 | $4,967-82.6% | $4,087-78.8% | $4,761-81.8% |
| Participant deferral / active EE | $25,995 | $6,415+305.3% | $5,632+361.6% | $5,982+334.5% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |