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 8-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 | $96,681 | $93,571+3.3% | $135,903-28.9% | $75,163+28.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.35% | 30.90%-5.6pp | 68.23%-42.9pp | 160.62%-135.3pp |
| Employer contribution / active EE | $8,675 | $3,537+145.3% | $4,856+78.6% | $2,670+224.9% |
| Participant deferral / active EE | $11,405 | $6,404+78.1% | $7,758+47.0% | $4,125+176.5% |
| Admin fee / account holder | $21 | $6,975-99.7% | $10,762-99.8% | $5,651-99.6% |