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 5-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 | $102,606 | $201,272-49.0% | $184,203-44.3% | $145,922-29.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.72% | 29.00%-7.3pp | 28.81%-7.1pp | 561.29%-539.6pp |
| Employer contribution / active EE | $13,650 | $7,022+94.4% | $6,427+112.4% | $4,660+192.9% |
| Participant deferral / active EE | $13,679 | $9,806+39.5% | $9,131+49.8% | $6,688+104.5% |
| Admin fee / account holder | $183 | $16,364-98.9% | $13,901-98.7% | $13,397-98.6% |