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 | $146,281 | $114,381+27.9% | $107,525+36.0% | $142,382+2.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.05% | 242.71%-221.7pp | 181.32%-160.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $6,951 | $4,015+73.1% | $3,754+85.2% | $4,299+61.7% |
| Participant deferral / active EE | $15,116 | $5,564+171.7% | $5,116+195.5% | $6,507+132.3% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |