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 | $126,962 | $201,272-36.9% | $184,203-31.1% | $145,922-13.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.03% | 29.00%-10.0pp | 28.81%-9.8pp | 561.29%-542.3pp |
| Employer contribution / active EE | $9,662 | $7,022+37.6% | $6,427+50.3% | $4,660+107.4% |
| Participant deferral / active EE | $22,924 | $9,806+133.8% | $9,131+151.0% | $6,688+242.8% |
| Admin fee / account holder | $127 | $16,364-99.2% | $13,901-99.1% | $13,397-99.1% |