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 | $104,813 | $95,266+10.0% | $82,389+27.2% | $142,382-26.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 22.89% | 25.74%-2.8pp | 28.67%-5.8pp | 217.08%-194.2pp |
| Employer contribution / active EE | $8,738 | $2,991+192.1% | $2,517+247.1% | $4,299+103.2% |
| Participant deferral / active EE | $19,470 | $4,809+304.9% | $4,155+368.6% | $6,507+199.2% |
| Admin fee / account holder | $41 | $8,563-99.5% | $7,231-99.4% | $12,624-99.7% |