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 | $102,967 | $162,781-36.7% | $133,956-23.1% | $158,922-35.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.85% | 41.94%-23.1pp | 45.09%-26.2pp | 302.83%-284.0pp |
| Employer contribution / active EE | $8,932 | $4,975+79.5% | $3,919+127.9% | $4,761+87.6% |
| Participant deferral / active EE | $7,374 | $5,911+24.8% | $5,048+46.1% | $5,982+23.3% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |