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 8-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 | $123,735 | $48,046+157.5% | $84,611+46.2% | $72,985+69.5% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 22.15% | 37.38%-15.2pp | 258.74%-236.6pp | 81.00%-58.9pp |
| Employer contribution / active EE | $7,141 | $1,602+345.8% | $2,652+169.2% | $2,440+192.7% |
| Participant deferral / active EE | $8,895 | $2,680+231.9% | $3,899+128.2% | $3,607+146.6% |
| Admin fee / account holder | $218 | $3,395-93.6% | $4,912-95.6% | $5,124-95.7% |