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 | $117,527 | $133,922-12.2% | $116,228+1.1% | $142,382-17.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 24.08% | 147.76%-123.7pp | 90.06%-66.0pp | 217.08%-193.0pp |
| Employer contribution / active EE | $13,481 | $3,446+291.3% | $2,994+350.2% | $4,299+213.6% |
| Participant deferral / active EE | $21,819 | $5,672+284.7% | $4,953+340.5% | $6,507+235.3% |
| Admin fee / account holder | $1 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |