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 3-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 | $106,567 | $210,648-49.4% | $177,989-40.1% | $145,922-27.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.77% | 385.86%-372.1pp | 294.48%-280.7pp | 561.29%-547.5pp |
| Employer contribution / active EE | $27,680 | $4,565+506.4% | $3,949+601.0% | $4,660+494.0% |
| Participant deferral / active EE | $11,500 | $6,958+65.3% | $6,276+83.2% | $6,688+72.0% |
| Admin fee / account holder | $15 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |