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 6-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 | $93,648 | $69,207+35.3% | $64,056+46.2% | $139,434-32.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.50% | 45.88%-17.4pp | 33.69%-5.2pp | 372.94%-344.4pp |
| Employer contribution / active EE | $7,709 | $3,182+142.3% | $2,747+180.7% | $4,751+62.3% |
| Participant deferral / active EE | $12,793 | $4,682+173.3% | $3,880+229.7% | $6,710+90.6% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |