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 6-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 | $111,298 | $148,534-25.1% | $135,903-18.1% | $139,434-20.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.28% | 79.19%-60.9pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $4,094 | $5,243-21.9% | $4,856-15.7% | $4,751-13.8% |
| Participant deferral / active EE | $14,171 | $8,100+74.9% | $7,758+82.7% | $6,710+111.2% |
| Admin fee / account holder | $218 | $12,400-98.2% | $10,762-98.0% | $11,403-98.1% |