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 6-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 | $83,175 | $210,648-60.5% | $177,989-53.3% | $145,922-43.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.02% | 385.86%-373.8pp | 294.48%-282.5pp | 561.29%-549.3pp |
| Employer contribution / active EE | $12,415 | $4,565+172.0% | $3,949+214.4% | $4,660+166.4% |
| Participant deferral / active EE | $8,015 | $6,958+15.2% | $6,276+27.7% | $6,688+19.8% |
| Admin fee / account holder | $50 | $12,013-99.6% | $10,363-99.5% | $13,397-99.6% |