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 4-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 | $169,256 | $159,602+6.0% | $150,045+12.8% | $142,382+18.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 48.71% | 70.24%-21.5pp | 62.55%-13.8pp | 217.08%-168.4pp |
| Employer contribution / active EE | $962 | $4,961-80.6% | $4,693-79.5% | $4,299-77.6% |
| Participant deferral / active EE | $22,215 | $8,310+167.3% | $7,997+177.8% | $6,507+241.4% |
| Admin fee / account holder | $95 | $14,846-99.4% | $13,435-99.3% | $12,624-99.2% |