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 | $98,274 | $159,602-38.4% | $150,045-34.5% | $142,382-31.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.36% | 70.24%-48.9pp | 62.55%-41.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $5,159 | $4,961+4.0% | $4,693+9.9% | $4,299+20.0% |
| Participant deferral / active EE | $12,750 | $8,310+53.4% | $7,997+59.4% | $6,507+95.9% |
| Admin fee / account holder | $226 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |