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 | $156,183 | $108,919+43.4% | $100,391+55.6% | $145,922+7.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.08% | 57.88%-42.8pp | 49.20%-34.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,197 | $4,419-50.3% | $3,942-44.3% | $4,660-52.9% |
| Participant deferral / active EE | $25,098 | $8,445+197.2% | $8,082+210.5% | $6,688+275.3% |
| Admin fee / account holder | $20 | $9,689-99.8% | $7,899-99.7% | $13,397-99.9% |