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 9-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 | $90,200 | $177,572-49.2% | $154,803-41.7% | $142,382-36.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.23% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $10,009 | $4,810+108.1% | $4,305+132.5% | $4,299+132.8% |
| Participant deferral / active EE | $8,644 | $6,272+37.8% | $5,540+56.0% | $6,507+32.8% |
| Admin fee / account holder | $150 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |