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 | $94,823 | $183,519-48.3% | $155,509-39.0% | $145,922-35.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.26% | 61.17%-40.9pp | 64.67%-44.4pp | 561.29%-541.0pp |
| Employer contribution / active EE | $2,106 | $5,313-60.4% | $4,672-54.9% | $4,660-54.8% |
| Participant deferral / active EE | $9,127 | $6,462+41.2% | $5,626+62.2% | $6,688+36.5% |
| Admin fee / account holder | $269 | $19,313-98.6% | $15,912-98.3% | $13,397-98.0% |