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 5-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 | $116,699 | $133,922-12.9% | $116,228+0.4% | $142,382-18.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.88% | 147.76%-128.9pp | 90.06%-71.2pp | 217.08%-198.2pp |
| Employer contribution / active EE | $6,305 | $3,446+83.0% | $2,994+110.6% | $4,299+46.7% |
| Participant deferral / active EE | $15,276 | $5,672+169.3% | $4,953+208.4% | $6,507+134.7% |
| Admin fee / account holder | $2 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |