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 | $74,386 | $148,534-49.9% | $135,903-45.3% | $139,434-46.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.48% | 79.19%-62.7pp | 68.23%-51.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $11,479 | $5,243+118.9% | $4,856+136.4% | $4,751+141.6% |
| Participant deferral / active EE | $7,082 | $8,100-12.6% | $7,758-8.7% | $6,710+5.5% |
| Admin fee / account holder | $229 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |