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 | $100,811 | $159,602-36.8% | $150,045-32.8% | $142,382-29.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 112.75% | 70.24%+42.5pp | 62.55%+50.2pp | 217.08%-104.3pp |
| Employer contribution / active EE | $17,154 | $4,961+245.8% | $4,693+265.5% | $4,299+299.0% |
| Participant deferral / active EE | $8,158 | $8,310-1.8% | $7,997+2.0% | $6,507+25.4% |
| Admin fee / account holder | $28 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |