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 | $105,109 | $111,754-5.9% | $103,333+1.7% | $145,922-28.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.72% | 24.77%-10.0pp | 24.88%-10.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $15,260 | $4,212+262.3% | $3,868+294.5% | $4,660+227.5% |
| Participant deferral / active EE | $11,400 | $5,619+102.9% | $5,057+125.4% | $6,688+70.5% |
| Admin fee / account holder | $18 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |