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 | $99,087 | $157,256-37.0% | $141,162-29.8% | $152,861-35.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 40.82% | 64.32%-23.5pp | 71.39%-30.6pp | 345.32%-304.5pp |
| Employer contribution / active EE | $24,461 | $5,261+365.0% | $4,735+416.6% | $4,762+413.6% |
| Participant deferral / active EE | $15,165 | $7,109+113.3% | $6,709+126.0% | $5,850+159.2% |
| Admin fee / account holder | $258 | $12,120-97.9% | $10,261-97.5% | $11,596-97.8% |