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 | $212,175 | $167,484+26.7% | $151,611+39.9% | $134,475+57.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.67% | 7.80%-18.5pp | 3.33%-14.0pp | 417.96%-428.6pp |
| Employer contribution / active EE | $23,829 | $6,829+248.9% | $6,166+286.5% | $4,740+402.8% |
| Participant deferral / active EE | $19,391 | $8,986+115.8% | $8,363+131.9% | $6,400+203.0% |
| Admin fee / account holder | $54 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |