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 | $168,989 | $185,822-9.1% | $169,993-0.6% | $139,434+21.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.28% | 60.50%-43.2pp | 53.37%-36.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $20,630 | $7,590+171.8% | $6,785+204.0% | $4,751+334.2% |
| Participant deferral / active EE | $10,630 | $11,622-8.5% | $10,408+2.1% | $6,710+58.4% |
| Admin fee / account holder | $287 | $15,381-98.1% | $12,815-97.8% | $11,403-97.5% |