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 | $119,906 | $105,126+14.1% | $94,646+26.7% | $139,434-14.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.88% | 38.03%-16.2pp | 156.71%-134.8pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,832 | $4,106-55.4% | $3,672-50.1% | $4,751-61.4% |
| Participant deferral / active EE | $20,570 | $7,599+170.7% | $7,418+177.3% | $6,710+206.5% |
| Admin fee / account holder | $62 | $8,984-99.3% | $7,231-99.1% | $11,403-99.5% |