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 4-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 | $216,831 | $124,319+74.4% | $111,297+94.8% | $167,490+29.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.33% | 37.44%-23.1pp | 54.65%-40.3pp | 478.56%-464.2pp |
| Employer contribution / active EE | $8,204 | $3,435+138.8% | $2,731+200.4% | $4,837+69.6% |
| Participant deferral / active EE | $6,164 | $5,180+19.0% | $4,487+37.4% | $6,341-2.8% |
| Admin fee / account holder | $137 | $10,618-98.7% | $7,964-98.3% | $12,309-98.9% |