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 | $111,414 | $172,478-35.4% | $145,661-23.5% | $142,382-21.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 21.73% | 151.09%-129.4pp | 101.46%-79.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $4,444 | $4,899-9.3% | $4,238+4.9% | $4,299+3.4% |
| Participant deferral / active EE | $8,270 | $8,348-0.9% | $7,198+14.9% | $6,507+27.1% |
| Admin fee / account holder | $13 | $16,864-99.9% | $12,466-99.9% | $12,624-99.9% |