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 | $172,073 | $106,515+61.5% | $96,683+78.0% | $139,434+23.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.99% | 38.43%-23.4pp | 35.69%-20.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $11,133 | $4,103+171.3% | $3,737+197.9% | $4,751+134.3% |
| Participant deferral / active EE | $13,390 | $5,454+145.5% | $4,878+174.5% | $6,710+99.5% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |