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 | $96,318 | $159,602-39.7% | $150,045-35.8% | $142,382-32.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.39% | 70.24%-57.9pp | 62.55%-50.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $9,483 | $4,961+91.2% | $4,693+102.1% | $4,299+120.6% |
| Participant deferral / active EE | $14,769 | $8,310+77.7% | $7,997+84.7% | $6,507+127.0% |
| Admin fee / account holder | $79 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |