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 | $78,890 | $179,726-56.1% | $156,263-49.5% | $142,382-44.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.88% | 77.86%-56.0pp | 59.47%-37.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $4,995 | $5,069-1.5% | $4,333+15.3% | $4,299+16.2% |
| Participant deferral / active EE | $9,542 | $6,956+37.2% | $6,158+54.9% | $6,507+46.6% |
| Admin fee / account holder | $20 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |