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 6-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 | $124,697 | $98,750+26.3% | $149,696-16.7% | $79,858+56.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 22.09% | 27.43%-5.3pp | 276.60%-254.5pp | 31.71%-9.6pp |
| Employer contribution / active EE | $5,055 | $3,216+57.2% | $4,644+8.8% | $2,471+104.6% |
| Participant deferral / active EE | $4,067 | $5,680-28.4% | $6,842-40.6% | $3,740+8.7% |
| Admin fee / account holder | $140 | $6,053-97.7% | $9,309-98.5% | $5,306-97.4% |