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 | $216,164 | $159,901+35.2% | $146,958+47.1% | $145,922+48.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.00% | 98.13%-80.1pp | 418.34%-400.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $5,036 | $5,286-4.7% | $4,933+2.1% | $4,660+8.1% |
| Participant deferral / active EE | $18,788 | $8,428+122.9% | $8,070+132.8% | $6,688+180.9% |
| Admin fee / account holder | $29 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |