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 | $154,213 | $159,602-3.4% | $150,045+2.8% | $142,382+8.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.90% | 70.24%-52.3pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,130 | $4,961-57.1% | $4,693-54.6% | $4,299-50.5% |
| Participant deferral / active EE | $10,846 | $8,310+30.5% | $7,997+35.6% | $6,507+66.7% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |