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 | $176,854 | $133,922+32.1% | $116,228+52.2% | $142,382+24.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.86% | 147.76%-128.9pp | 90.06%-71.2pp | 217.08%-198.2pp |
| Employer contribution / active EE | $12,260 | $3,446+255.8% | $2,994+309.4% | $4,299+185.2% |
| Participant deferral / active EE | $24,725 | $5,672+335.9% | $4,953+399.2% | $6,507+280.0% |
| Admin fee / account holder | $155 | $14,945-99.0% | $11,989-98.7% | $12,624-98.8% |