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 | $131,302 | $201,272-34.8% | $184,203-28.7% | $145,922-10.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.49% | 29.00%-13.5pp | 28.81%-13.3pp | 561.29%-545.8pp |
| Employer contribution / active EE | $5,878 | $7,022-16.3% | $6,427-8.5% | $4,660+26.2% |
| Participant deferral / active EE | $18,873 | $9,806+92.5% | $9,131+106.7% | $6,688+182.2% |
| Admin fee / account holder | $4 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |