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 | $81,214 | $159,602-49.1% | $150,045-45.9% | $142,382-43.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.99% | 70.24%-54.2pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,376 | $4,961-32.0% | $4,693-28.1% | $4,299-21.5% |
| Participant deferral / active EE | $27,250 | $8,310+227.9% | $7,997+240.7% | $6,507+318.8% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |