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 | $133,809 | $227,553-41.2% | $189,557-29.4% | $167,490-20.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.43% | 78.40%-64.0pp | 64.17%-49.7pp | 478.56%-464.1pp |
| Employer contribution / active EE | $9,290 | $5,316+74.7% | $4,412+110.5% | $4,837+92.0% |
| Participant deferral / active EE | $9,881 | $7,002+41.1% | $6,174+60.0% | $6,341+55.8% |
| Admin fee / account holder | $271 | $11,878-97.7% | $9,807-97.2% | $12,309-97.8% |