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 | $209,028 | $165,335+26.4% | $149,696+39.6% | $158,922+31.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.46% | 348.15%-328.7pp | 276.60%-257.1pp | 302.83%-283.4pp |
| Employer contribution / active EE | $32,110 | $5,103+529.3% | $4,644+591.4% | $4,761+574.4% |
| Participant deferral / active EE | $19,026 | $7,181+164.9% | $6,842+178.1% | $5,982+218.1% |
| Admin fee / account holder | $273 | $10,807-97.5% | $9,309-97.1% | $11,246-97.6% |