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 5-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 | $130,505 | $94,752+37.7% | $112,887+15.6% | $139,434-6.4% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 20.52% | 40.88%-20.4pp | 34.10%-13.6pp | 372.94%-352.4pp |
| Employer contribution / active EE | $16,888 | $4,625+265.1% | $4,563+270.1% | $4,751+255.5% |
| Participant deferral / active EE | $13,770 | $6,512+111.4% | $6,513+111.4% | $6,710+105.2% |
| Admin fee / account holder | $273 | $8,527-96.8% | $7,047-96.1% | $11,403-97.6% |