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 5-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 | $214,809 | $214,378+0.2% | $200,582+7.1% | $142,382+50.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.26% | 46.41%-28.1pp | 42.33%-24.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $13,259 | $6,841+93.8% | $6,419+106.6% | $4,299+208.4% |
| Participant deferral / active EE | $20,830 | $9,865+111.2% | $9,331+123.2% | $6,507+220.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |