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 | $69,583 | $77,419-10.1% | $69,455+0.2% | $152,861-54.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 34.98% | 39.06%-4.1pp | 28.97%+6.0pp | 345.32%-310.3pp |
| Employer contribution / active EE | $8,320 | $3,315+151.0% | $2,779+199.4% | $4,762+74.7% |
| Participant deferral / active EE | $24,960 | $4,414+465.5% | $3,535+606.0% | $5,850+326.7% |
| Admin fee / account holder | $206 | $6,207-96.7% | $3,839-94.6% | $11,596-98.2% |