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 | $106,631 | $209,411-49.1% | $178,490-40.3% | $158,922-32.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 380.62% | 188.75%+191.9pp | 151.07%+229.6pp | 302.83%+77.8pp |
| Employer contribution / active EE | $10,333 | $5,706+81.1% | $5,011+106.2% | $4,761+117.0% |
| Participant deferral / active EE | $8,220 | $5,954+38.1% | $5,202+58.0% | $5,982+37.4% |
| Admin fee / account holder | $280 | $17,074-98.4% | $13,984-98.0% | $11,246-97.5% |