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 9-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 | $171,974 | $159,602+7.8% | $150,045+14.6% | $142,382+20.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.04% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $18,957 | $4,961+282.2% | $4,693+303.9% | $4,299+341.0% |
| Participant deferral / active EE | $14,876 | $8,310+79.0% | $7,997+86.0% | $6,507+128.6% |
| Admin fee / account holder | $241 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |