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 | $83,840 | $133,922-37.4% | $116,228-27.9% | $142,382-41.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 20.95% | 147.76%-126.8pp | 90.06%-69.1pp | 217.08%-196.1pp |
| Employer contribution / active EE | $12,177 | $3,446+253.4% | $2,994+306.7% | $4,299+183.2% |
| Participant deferral / active EE | $12,177 | $5,672+114.7% | $4,953+145.8% | $6,507+87.1% |
| Admin fee / account holder | $84 | $14,945-99.4% | $11,989-99.3% | $12,624-99.3% |