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 | $117,957 | $197,591-40.3% | $177,821-33.7% | $158,922-25.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.49% | 58.76%-33.3pp | 48.32%-22.8pp | 302.83%-277.3pp |
| Employer contribution / active EE | $22,171 | $6,697+231.0% | $5,918+274.6% | $4,761+365.7% |
| Participant deferral / active EE | $12,175 | $8,405+44.9% | $7,714+57.8% | $5,982+103.5% |
| Admin fee / account holder | $100 | $15,399-99.4% | $12,427-99.2% | $11,246-99.1% |