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 | $92,175 | $159,602-42.2% | $150,045-38.6% | $142,382-35.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.84% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $19,879 | $4,961+300.7% | $4,693+323.6% | $4,299+362.4% |
| Participant deferral / active EE | $13,530 | $8,310+62.8% | $7,997+69.2% | $6,507+107.9% |
| Admin fee / account holder | $241 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |