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 | $124,468 | $109,413+13.8% | $156,263-20.3% | $84,808+46.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 19.37% | 20.18%-0.8pp | 59.47%-40.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $7,194 | $2,907+147.5% | $4,333+66.0% | $2,631+173.4% |
| Participant deferral / active EE | $11,179 | $4,590+143.6% | $6,158+81.5% | $4,212+165.4% |
| Admin fee / account holder | $253 | $9,357-97.3% | $14,255-98.2% | $7,344-96.6% |