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 | $101,818 | $159,602-36.2% | $150,045-32.1% | $142,382-28.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 39.50% | 70.24%-30.7pp | 62.55%-23.0pp | 217.08%-177.6pp |
| Employer contribution / active EE | $3,804 | $4,961-23.3% | $4,693-18.9% | $4,299-11.5% |
| Participant deferral / active EE | $10,113 | $8,310+21.7% | $7,997+26.5% | $6,507+55.4% |
| Admin fee / account holder | $195 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |