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 | $129,072 | $159,602-19.1% | $150,045-14.0% | $142,382-9.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 240.34% | 70.24%+170.1pp | 62.55%+177.8pp | 217.08%+23.3pp |
| Employer contribution / active EE | $1,605 | $4,961-67.7% | $4,693-65.8% | $4,299-62.7% |
| Participant deferral / active EE | $6,352 | $8,310-23.6% | $7,997-20.6% | $6,507-2.4% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |