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 | $169,989 | $157,256+8.1% | $141,162+20.4% | $152,861+11.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.50% | 64.32%-39.8pp | 71.39%-46.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $13,011 | $5,261+147.3% | $4,735+174.8% | $4,762+173.2% |
| Participant deferral / active EE | $12,605 | $7,109+77.3% | $6,709+87.9% | $5,850+115.5% |
| Admin fee / account holder | $90 | $12,120-99.3% | $10,261-99.1% | $11,596-99.2% |