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 | $152,919 | $185,822-17.7% | $169,993-10.0% | $139,434+9.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.11% | 60.50%-38.4pp | 53.37%-31.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $19,352 | $7,590+155.0% | $6,785+185.2% | $4,751+307.3% |
| Participant deferral / active EE | $16,466 | $11,622+41.7% | $10,408+58.2% | $6,710+145.4% |
| Admin fee / account holder | $19 | $15,381-99.9% | $12,815-99.9% | $11,403-99.8% |