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 | $108,160 | $159,602-32.2% | $150,045-27.9% | $142,382-24.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.20% | 70.24%-50.0pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $6,003 | $4,961+21.0% | $4,693+27.9% | $4,299+39.6% |
| Participant deferral / active EE | $20,692 | $8,310+149.0% | $7,997+158.7% | $6,507+218.0% |
| Admin fee / account holder | $273 | $14,846-98.2% | $13,435-98.0% | $12,624-97.8% |