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 | $138,560 | $159,602-13.2% | $150,045-7.7% | $142,382-2.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.42% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,773 | $4,961-3.8% | $4,693+1.7% | $4,299+11.0% |
| Participant deferral / active EE | $3,740 | $8,310-55.0% | $7,997-53.2% | $6,507-42.5% |
| Admin fee / account holder | $152 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |