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 | $176,531 | $167,484+5.4% | $151,611+16.4% | $134,475+31.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.26% | 7.80%-25.1pp | 3.33%-20.6pp | 417.96%-435.2pp |
| Employer contribution / active EE | $38,500 | $6,829+463.8% | $6,166+524.4% | $4,740+712.3% |
| Participant deferral / active EE | $24,833 | $8,986+176.4% | $8,363+196.9% | $6,400+288.0% |
| Admin fee / account holder | $162 | $13,783-98.8% | $11,616-98.6% | $11,426-98.6% |