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 4-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 | $130,539 | $214,378-39.1% | $200,582-34.9% | $142,382-8.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.61% | 46.41%-24.8pp | 42.33%-20.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $22,086 | $6,841+222.8% | $6,419+244.1% | $4,299+413.7% |
| Participant deferral / active EE | $13,312 | $9,865+34.9% | $9,331+42.7% | $6,507+104.6% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |