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 7-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 | $167,720 | $214,378-21.8% | $200,582-16.4% | $142,382+17.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.89% | 46.41%-28.5pp | 42.33%-24.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $13,324 | $6,841+94.8% | $6,419+107.6% | $4,299+209.9% |
| Participant deferral / active EE | $12,526 | $9,865+27.0% | $9,331+34.2% | $6,507+92.5% |
| Admin fee / account holder | $34 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |