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 | $191,740 | $133,958+43.1% | $112,228+70.8% | $134,475+42.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.81% | 47.11%-60.9pp | 27.45%-41.3pp | 417.96%-431.8pp |
| Employer contribution / active EE | $16,840 | $4,038+317.0% | $3,635+363.3% | $4,740+255.3% |
| Participant deferral / active EE | $13,500 | $5,291+155.2% | $4,728+185.5% | $6,400+110.9% |
| Admin fee / account holder | $270 | $7,489-96.4% | $6,410-95.8% | $11,426-97.6% |