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 | $111,764 | $185,822-39.9% | $169,993-34.3% | $139,434-19.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 44.61% | 60.50%-15.9pp | 53.37%-8.8pp | 372.94%-328.3pp |
| Employer contribution / active EE | $9,081 | $7,590+19.6% | $6,785+33.8% | $4,751+91.2% |
| Participant deferral / active EE | $24,244 | $11,622+108.6% | $10,408+132.9% | $6,710+261.3% |
| Admin fee / account holder | $79 | $15,381-99.5% | $12,815-99.4% | $11,403-99.3% |