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 7-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 | $105,493 | $159,602-33.9% | $150,045-29.7% | $142,382-25.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.72% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $6,813 | $4,961+37.3% | $4,693+45.2% | $4,299+58.5% |
| Participant deferral / active EE | $7,272 | $8,310-12.5% | $7,997-9.1% | $6,507+11.8% |
| Admin fee / account holder | $108 | $14,846-99.3% | $13,435-99.2% | $12,624-99.1% |