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 8-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 | $97,875 | $228,332-57.1% | $185,823-47.3% | $158,922-38.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.35% | 40.80%-21.5pp | 35.95%-16.6pp | 302.83%-283.5pp |
| Employer contribution / active EE | $3,042 | $4,967-38.8% | $4,087-25.6% | $4,761-36.1% |
| Participant deferral / active EE | $15,905 | $6,415+147.9% | $5,632+182.4% | $5,982+165.9% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |