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 | $102,103 | $172,478-40.8% | $145,661-29.9% | $142,382-28.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 20.66% | 151.09%-130.4pp | 101.46%-80.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,310 | $4,899-52.9% | $4,238-45.5% | $4,299-46.3% |
| Participant deferral / active EE | $8,961 | $8,348+7.3% | $7,198+24.5% | $6,507+37.7% |
| Admin fee / account holder | $190 | $16,864-98.9% | $12,466-98.5% | $12,624-98.5% |