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 | $113,226 | $159,602-29.1% | $150,045-24.5% | $142,382-20.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 70.56% | 70.24%+0.3pp | 62.55%+8.0pp | 217.08%-146.5pp |
| Employer contribution / active EE | $12,053 | $4,961+143.0% | $4,693+156.8% | $4,299+180.4% |
| Participant deferral / active EE | $13,790 | $8,310+65.9% | $7,997+72.4% | $6,507+111.9% |
| Admin fee / account holder | $224 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |