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 | $199,217 | $110,261+80.7% | $95,745+108.1% | $139,434+42.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.89% | 27.11%-12.2pp | 28.35%-13.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,782 | $3,257-45.3% | $2,835-37.1% | $4,751-62.5% |
| Participant deferral / active EE | $9,750 | $4,676+108.5% | $4,245+129.7% | $6,710+45.3% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |