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 3-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 | $111,362 | $150,187-25.9% | $120,354-7.5% | $145,922-23.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 26.37% | 154.07%-127.7pp | 107.15%-80.8pp | 561.29%-534.9pp |
| Employer contribution / active EE | $9,193 | $4,348+111.4% | $3,463+165.5% | $4,660+97.3% |
| Participant deferral / active EE | $15,562 | $6,173+152.1% | $4,991+211.8% | $6,688+132.7% |
| Admin fee / account holder | $52 | $12,207-99.6% | $9,423-99.4% | $13,397-99.6% |