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 | $94,875 | $100,773-5.9% | $88,946+6.7% | $142,382-33.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.02% | 70.18%-50.2pp | 57.82%-37.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $8,407 | $2,918+188.1% | $2,555+229.1% | $4,299+95.6% |
| Participant deferral / active EE | $16,288 | $5,230+211.4% | $4,581+255.5% | $6,507+150.3% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |