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 6-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 | $249,602 | $148,534+68.0% | $135,903+83.7% | $139,434+79.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.40% | 79.19%-60.8pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $19,410 | $5,243+270.2% | $4,856+299.7% | $4,751+308.6% |
| Participant deferral / active EE | $14,678 | $8,100+81.2% | $7,758+89.2% | $6,710+118.7% |
| Admin fee / account holder | $96 | $12,400-99.2% | $10,762-99.1% | $11,403-99.2% |