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 | $120,846 | $159,901-24.4% | $146,958-17.8% | $145,922-17.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.85% | 98.13%-78.3pp | 418.34%-398.5pp | 561.29%-541.4pp |
| Employer contribution / active EE | $7,542 | $5,286+42.7% | $4,933+52.9% | $4,660+61.9% |
| Participant deferral / active EE | $11,085 | $8,428+31.5% | $8,070+37.4% | $6,688+65.7% |
| Admin fee / account holder | $239 | $15,044-98.4% | $12,998-98.2% | $13,397-98.2% |