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 | $125,566 | $214,378-41.4% | $200,582-37.4% | $142,382-11.8% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 26.52% | 46.41%-19.9pp | 42.33%-15.8pp | 217.08%-190.6pp |
| Employer contribution / active EE | $4,539 | $6,841-33.7% | $6,419-29.3% | $4,299+5.6% |
| Participant deferral / active EE | $15,052 | $9,865+52.6% | $9,331+61.3% | $6,507+131.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |