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 | $91,942 | $111,754-17.7% | $103,333-11.0% | $145,922-37.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.42% | 24.77%-5.4pp | 24.88%-5.5pp | 561.29%-541.9pp |
| Employer contribution / active EE | $44,517 | $4,212+956.8% | $3,868+1051.0% | $4,660+855.4% |
| Participant deferral / active EE | $23,317 | $5,619+315.0% | $5,057+361.0% | $6,688+248.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |