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 4-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 | $123,502 | $95,266+29.6% | $82,389+49.9% | $142,382-13.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 21.77% | 25.74%-4.0pp | 28.67%-6.9pp | 217.08%-195.3pp |
| Employer contribution / active EE | $11,034 | $2,991+268.9% | $2,517+338.4% | $4,299+156.7% |
| Participant deferral / active EE | $17,216 | $4,809+258.0% | $4,155+314.4% | $6,507+164.6% |
| Admin fee / account holder | $150 | $8,563-98.2% | $7,231-97.9% | $12,624-98.8% |