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 3-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 | $229,556 | $177,572+29.3% | $154,803+48.3% | $142,382+61.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.24% | 65.07%-42.8pp | 58.88%-36.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $4,811 | $4,8100% | $4,305+11.7% | $4,299+11.9% |
| Participant deferral / active EE | $12,561 | $6,272+100.3% | $5,540+126.7% | $6,507+93.0% |
| Admin fee / account holder | $80 | $16,786-99.5% | $14,329-99.4% | $12,624-99.4% |