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 | $138,416 | $180,449-23.3% | $154,107-10.2% | $135,375+2.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 26.76% | 888.09%-861.3pp | 735.12%-708.4pp | 519.73%-493.0pp |
| Employer contribution / active EE | $36,000 | $6,035+496.5% | $5,298+579.6% | $4,779+653.3% |
| Participant deferral / active EE | $20,601 | $5,806+254.8% | $5,081+305.5% | $5,609+267.3% |
| Admin fee / account holder | $294 | $16,143-98.2% | $13,411-97.8% | $10,827-97.3% |