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 | $219,293 | $74,888+192.8% | $71,209+208.0% | $142,382+54.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.95% | 345.14%-326.2pp | 282.51%-263.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,839 | $2,854+69.5% | $2,721+77.8% | $4,299+12.6% |
| Participant deferral / active EE | $14,288 | $4,454+220.8% | $4,175+242.2% | $6,507+119.6% |
| Admin fee / account holder | $152 | $5,568-97.3% | $5,349-97.2% | $12,624-98.8% |