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 | $80,278 | $133,922-40.1% | $116,228-30.9% | $142,382-43.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 20.78% | 147.76%-127.0pp | 90.06%-69.3pp | 217.08%-196.3pp |
| Employer contribution / active EE | $14,113 | $3,446+309.6% | $2,994+371.3% | $4,299+228.3% |
| Participant deferral / active EE | $12,074 | $5,672+112.9% | $4,953+143.8% | $6,507+85.6% |
| Admin fee / account holder | $186 | $14,945-98.8% | $11,989-98.4% | $12,624-98.5% |