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 | $122,472 | $102,966+18.9% | $90,281+35.7% | $152,861-19.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 65.89% | 95.16%-29.3pp | 78.10%-12.2pp | 345.32%-279.4pp |
| Employer contribution / active EE | $3,258 | $3,139+3.8% | $2,854+14.2% | $4,762-31.6% |
| Participant deferral / active EE | $7,418 | $4,281+73.2% | $3,885+90.9% | $5,850+26.8% |
| Admin fee / account holder | $15 | $6,171-99.8% | $5,351-99.7% | $11,596-99.9% |