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 | $72,766 | $159,602-54.4% | $150,045-51.5% | $142,382-48.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.45% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,310 | $4,961-33.3% | $4,693-29.5% | $4,299-23.0% |
| Participant deferral / active EE | $7,527 | $8,310-9.4% | $7,997-5.9% | $6,507+15.7% |
| Admin fee / account holder | $114 | $14,846-99.2% | $13,435-99.2% | $12,624-99.1% |