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 | $199,351 | $95,561+108.6% | $77,163+158.4% | $139,434+43.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 23.22% | 54.92%-31.7pp | 37.87%-14.7pp | 372.94%-349.7pp |
| Employer contribution / active EE | $1,117 | $3,147-64.5% | $2,535-55.9% | $4,751-76.5% |
| Participant deferral / active EE | $11,105 | $4,624+140.2% | $3,833+189.7% | $6,710+65.5% |
| Admin fee / account holder | $265 | $8,295-96.8% | $5,472-95.2% | $11,403-97.7% |