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 4-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 | $129,815 | $118,450+9.6% | $98,439+31.9% | $139,434-6.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.96% | 18.94%-1.0pp | 21.16%-3.2pp | 372.94%-355.0pp |
| Employer contribution / active EE | $13,750 | $3,609+281.0% | $3,048+351.1% | $4,751+189.4% |
| Participant deferral / active EE | $25,350 | $5,392+370.2% | $4,738+435.1% | $6,710+277.8% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |