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 8-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 | $136,636 | $217,402-37.2% | $185,823-26.5% | $167,490-18.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.76% | 148.36%-131.6pp | 122.05%-105.3pp | 478.56%-461.8pp |
| Employer contribution / active EE | $7,959 | $5,873+35.5% | $5,167+54.0% | $4,837+64.5% |
| Participant deferral / active EE | $9,667 | $6,356+52.1% | $5,568+73.6% | $6,341+52.5% |
| Admin fee / account holder | $9 | $19,811-100.0% | $16,237-99.9% | $12,309-99.9% |