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 | $201,877 | $95,266+111.9% | $82,389+145.0% | $142,382+41.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.92% | 25.74%-9.8pp | 28.67%-12.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $7,434 | $2,991+148.5% | $2,517+195.4% | $4,299+72.9% |
| Participant deferral / active EE | $17,246 | $4,809+258.6% | $4,155+315.1% | $6,507+165.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |