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 | $236,530 | $214,378+10.3% | $200,582+17.9% | $142,382+66.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.40% | 46.41%-25.0pp | 42.33%-20.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $3,156 | $6,841-53.9% | $6,419-50.8% | $4,299-26.6% |
| Participant deferral / active EE | $18,517 | $9,865+87.7% | $9,331+98.4% | $6,507+184.6% |
| Admin fee / account holder | $54 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |