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 9-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 | $115,207 | $157,256-26.7% | $141,162-18.4% | $152,861-24.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.24% | 64.32%-35.1pp | 71.39%-42.2pp | 345.32%-316.1pp |
| Employer contribution / active EE | $7,890 | $5,261+50.0% | $4,735+66.6% | $4,762+65.7% |
| Participant deferral / active EE | $16,631 | $7,109+133.9% | $6,709+147.9% | $5,850+184.3% |
| Admin fee / account holder | $2 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |