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 7-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 | $178,268 | $159,602+11.7% | $150,045+18.8% | $142,382+25.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.89% | 70.24%-48.3pp | 62.55%-40.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $16,423 | $4,961+231.1% | $4,693+249.9% | $4,299+282.0% |
| Participant deferral / active EE | $17,316 | $8,310+108.4% | $7,997+116.5% | $6,507+166.1% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |