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 | $196,113 | $95,266+105.9% | $82,389+138.0% | $142,382+37.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.64% | 25.74%-12.1pp | 28.67%-15.0pp | 217.08%-203.4pp |
| Employer contribution / active EE | $6,170 | $2,991+106.3% | $2,517+145.1% | $4,299+43.5% |
| Participant deferral / active EE | $1,305 | $4,809-72.9% | $4,155-68.6% | $6,507-79.9% |
| Admin fee / account holder | $116 | $8,563-98.6% | $7,231-98.4% | $12,624-99.1% |