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 7-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 | $158,373 | $114,381+38.5% | $107,525+47.3% | $142,382+11.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.00% | 242.71%-221.7pp | 181.32%-160.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $32,528 | $4,015+710.2% | $3,754+766.6% | $4,299+656.6% |
| Participant deferral / active EE | $23,500 | $5,564+322.3% | $5,116+359.4% | $6,507+261.1% |
| Admin fee / account holder | $299 | $9,860-97.0% | $8,919-96.6% | $12,624-97.6% |