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 | $127,878 | $154,365-17.2% | $130,231-1.8% | $139,434-8.3% |
| Participation rate | 88.9% | 79.9%+9.0pp | 76.3%+12.6pp | 80.3%+8.6pp |
| Annual return | 55.40% | 30.34%+25.1pp | 38.77%+16.6pp | 372.94%-317.5pp |
| Employer contribution / active EE | $24,111 | $5,170+366.4% | $4,126+484.4% | $4,751+407.5% |
| Participant deferral / active EE | $16,403 | $8,498+93.0% | $6,799+141.3% | $6,710+144.4% |
| Admin fee / account holder | $295 | $9,214-96.8% | $6,020-95.1% | $11,403-97.4% |