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 | $86,449 | $209,411-58.7% | $178,490-51.6% | $158,922-45.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 52.73% | 188.75%-136.0pp | 151.07%-98.3pp | 302.83%-250.1pp |
| Employer contribution / active EE | $20,617 | $5,706+261.3% | $5,011+311.5% | $4,761+333.0% |
| Participant deferral / active EE | $9,000 | $5,954+51.2% | $5,202+73.0% | $5,982+50.4% |
| Admin fee / account holder | $226 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |