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 | $101,998 | $159,602-36.1% | $150,045-32.0% | $142,382-28.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.32% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,441 | $4,961-10.5% | $4,693-5.4% | $4,299+3.3% |
| Participant deferral / active EE | $18,010 | $8,310+116.7% | $7,997+125.2% | $6,507+176.8% |
| Admin fee / account holder | $270 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |