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 7-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 | $160,132 | $177,572-9.8% | $154,803+3.4% | $142,382+12.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.33% | 65.07%-48.7pp | 58.88%-42.6pp | 217.08%-200.7pp |
| Employer contribution / active EE | $14,221 | $4,810+195.6% | $4,305+230.3% | $4,299+230.8% |
| Participant deferral / active EE | $12,504 | $6,272+99.4% | $5,540+125.7% | $6,507+92.2% |
| Admin fee / account holder | $53 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |