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 | $88,414 | $159,602-44.6% | $150,045-41.1% | $142,382-37.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 224.34% | 70.24%+154.1pp | 62.55%+161.8pp | 217.08%+7.3pp |
| Employer contribution / active EE | $3,390 | $4,961-31.7% | $4,693-27.8% | $4,299-21.2% |
| Participant deferral / active EE | $6,163 | $8,310-25.8% | $7,997-22.9% | $6,507-5.3% |
| Admin fee / account holder | $157 | $14,846-98.9% | $13,435-98.8% | $12,624-98.8% |