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 9-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 | $207,897 | $217,402-4.4% | $185,823+11.9% | $167,490+24.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.19% | 148.36%-128.2pp | 122.05%-101.9pp | 478.56%-458.4pp |
| Employer contribution / active EE | $2,753 | $5,873-53.1% | $5,167-46.7% | $4,837-43.1% |
| Participant deferral / active EE | $12,489 | $6,356+96.5% | $5,568+124.3% | $6,341+96.9% |
| Admin fee / account holder | $34 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |