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 | $187,647 | $183,519+2.2% | $155,509+20.7% | $145,922+28.6% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 14.22% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,051 | $5,313-42.6% | $4,672-34.7% | $4,660-34.5% |
| Participant deferral / active EE | $10,534 | $6,462+63.0% | $5,626+87.2% | $6,688+57.5% |
| Admin fee / account holder | $68 | $19,313-99.6% | $15,912-99.6% | $13,397-99.5% |