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 9-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 | $89,384 | $183,519-51.3% | $155,509-42.5% | $145,922-38.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.16% | 61.17%-52.0pp | 64.67%-55.5pp | 561.29%-552.1pp |
| Employer contribution / active EE | $7,794 | $5,313+46.7% | $4,672+66.8% | $4,660+67.3% |
| Participant deferral / active EE | $5,865 | $6,462-9.3% | $5,626+4.2% | $6,688-12.3% |
| Admin fee / account holder | $107 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |