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 | $105,098 | $214,378-51.0% | $200,582-47.6% | $142,382-26.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.66% | 46.41%-26.7pp | 42.33%-22.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $5,980 | $6,841-12.6% | $6,419-6.8% | $4,299+39.1% |
| Participant deferral / active EE | $8,167 | $9,865-17.2% | $9,331-12.5% | $6,507+25.5% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |