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 | $164,528 | $82,286+99.9% | $68,791+139.2% | $134,475+22.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 34.26% | -2.19%+36.4pp | -6.38%+40.6pp | 417.96%-383.7pp |
| Employer contribution / active EE | $6,899 | $3,301+109.0% | $2,655+159.8% | $4,740+45.5% |
| Participant deferral / active EE | $15,461 | $4,739+226.3% | $3,941+292.3% | $6,400+141.6% |
| Admin fee / account holder | $15 | $6,481-99.8% | $4,932-99.7% | $11,426-99.9% |