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 | $154,415 | $127,065+21.5% | $113,168+36.4% | $142,382+8.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 24.14% | 24.03%+0.1pp | 24.27%-0.1pp | 217.08%-192.9pp |
| Employer contribution / active EE | $34,568 | $3,442+904.3% | $2,975+1061.9% | $4,299+704.1% |
| Participant deferral / active EE | $26,766 | $5,716+368.2% | $5,107+424.1% | $6,507+311.3% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |