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 | $105,949 | $159,602-33.6% | $150,045-29.4% | $142,382-25.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.89% | 70.24%-52.3pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $6,898 | $4,961+39.1% | $4,693+47.0% | $4,299+60.5% |
| Participant deferral / active EE | $17,839 | $8,310+114.7% | $7,997+123.1% | $6,507+174.1% |
| Admin fee / account holder | $61 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |