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 | $93,999 | $159,602-41.1% | $150,045-37.4% | $142,382-34.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.34% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $11,405 | $4,961+129.9% | $4,693+143.0% | $4,299+165.3% |
| Participant deferral / active EE | $11,985 | $8,310+44.2% | $7,997+49.9% | $6,507+84.2% |
| Admin fee / account holder | $284 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |