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 | $216,340 | $110,257+96.2% | $96,544+124.1% | $139,434+55.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.25% | 26.32%-6.1pp | 25.84%-5.6pp | 372.94%-352.7pp |
| Employer contribution / active EE | $26,541 | $3,620+633.2% | $2,965+795.2% | $4,751+458.7% |
| Participant deferral / active EE | $20,867 | $5,548+276.1% | $4,851+330.2% | $6,710+211.0% |
| Admin fee / account holder | $20 | $11,591-99.8% | $8,252-99.8% | $11,403-99.8% |