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 | $182,478 | $115,770+57.6% | $101,248+80.2% | $158,922+14.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 66.76% | 56.14%+10.6pp | 46.47%+20.3pp | 302.83%-236.1pp |
| Employer contribution / active EE | $3,752 | $4,175-10.1% | $3,660+2.5% | $4,761-21.2% |
| Participant deferral / active EE | $11,225 | $4,957+126.4% | $4,370+156.9% | $5,982+87.6% |
| Admin fee / account holder | $10 | $7,245-99.9% | $5,945-99.8% | $11,246-99.9% |