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 6-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 | $87,515 | $69,207+26.5% | $64,056+36.6% | $139,434-37.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.66% | 45.88%-17.2pp | 33.69%-5.0pp | 372.94%-344.3pp |
| Employer contribution / active EE | $26,781 | $3,182+741.6% | $2,747+875.1% | $4,751+463.7% |
| Participant deferral / active EE | $15,222 | $4,682+225.1% | $3,880+292.3% | $6,710+126.8% |
| Admin fee / account holder | $119 | $4,244-97.2% | $3,068-96.1% | $11,403-99.0% |