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 | $111,016 | $214,378-48.2% | $200,582-44.7% | $142,382-22.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.77% | 46.41%-22.6pp | 42.33%-18.6pp | 217.08%-193.3pp |
| Employer contribution / active EE | $12,874 | $6,841+88.2% | $6,419+100.6% | $4,299+199.5% |
| Participant deferral / active EE | $18,510 | $9,865+87.6% | $9,331+98.4% | $6,507+184.4% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |