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 8-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 | $102,301 | $116,175-11.9% | $93,606+9.3% | $152,861-33.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 20.17% | 35.96%-15.8pp | 32.76%-12.6pp | 345.32%-325.1pp |
| Employer contribution / active EE | $22,352 | $3,218+594.6% | $2,718+722.4% | $4,762+369.4% |
| Participant deferral / active EE | $10,024 | $4,603+117.7% | $4,069+146.4% | $5,850+71.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |